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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-18 |
Branch Locations
1673 County Road 39, Southampton, NY 11968-5298 • United States
Remsenburg, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Riverhead | NY | 02/2016 | 12/2023 |
| Morgan Stanley Private Bank, National Association | Riverhead | NY | 02/2016 | 12/2023 |
| Ameriprise Financial Services | Southampton | NY | 12/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | Southampton | NY | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Southampton | NY | 12/2023 | Present |
Business Ownership; Cross Path Advisors LLC; Owner; Consulting; 12 Club Lane, , Remsenburg, NY, 11960; Not Investment-Related; 03/01/2010; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-28 |
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