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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2020-07-01 |
Branch Locations
530 5Th Ave 10Th Floor, New York, NY 10036 • United States
East Hampton, NY • 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 Smith Barney | New York | NY | 01/2012 | 06/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2020 |
| Ameriprise Financial Services, Llc | New York | NY | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 06/2020 |
Business Ownership; Salad Power; 1% investor; Business is related to creating healthy vegetable drinks; 630 1st avenue Suite 33G, , NY, NY, 10016; Not Investment-Related; 06/01/2016; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-23 |
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