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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-07 |
| TX | RA | APPROVED | 2017-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. | Naples | FL | 09/2007 | 02/2017 |
| Morgan Stanley Smith Barney | Naples | FL | 06/2009 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2017 |
| Ameriprise Financial Services Inc | Marco Island | FL | 02/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Marco Island | FL | 03/2020 | Present |
Real Estate Ownership; Single Family; 222 Bayne Rd, , Haslet, TX, 76052; Not Investment-Related; 07/31/2026. Business Ownership; caxambas miracles forum; Owner; Non-Profit Charitable Entity; 551 Conover CT, , Marco Island, FL, 34145; Not Investment-Related; 10/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-16 |
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