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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-23 |
Branch Locations
10252 W Adams Ave Ste 104B, Temple, TX 76502 • United States
Temple, TX • 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 & Co., Incorporated | Temple | TX | 04/2007 | 01/2018 |
| Morgan Stanley Smith Barney | Temple | TX | 06/2009 | 01/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2018 |
| Ameriprise Financial Services, Inc. | Austin | TX | 01/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Temple | TX | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-05-27 |
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