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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-11 |
| FL | RA | APPROVED | 2017-09-01 |
Branch Locations
1 Daytona Blvd Ste 270 Fl 2Nd, Daytona Beach, FL 32114 • United States
Flagler Beach, FL • United States
Flagler Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ormond Beach | FL | 06/2009 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Ameriprise Financial Services, Inc. | Daytona Beach | FL | 08/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Daytona Beach | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 82 North Yonge StreetOrmond Beach, FL 32174, ,; Not Investment-Related; 09/28/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-05 |
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