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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-19 |
Branch Locations
6 Montgomery Village Ave Ste 640, Gaithersburg, MD 20879 • United States
1820 Lancaster St Ste 209, Baltimore, MD 21231-3584 • United States
Gaithersburg, MD • 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 | Gaithersburg | MD | 05/2010 | 03/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 04/2018 | 10/2023 |
| Chalice Wealth Advisors | San Diego | CA | 04/2018 | 10/2023 |
| Ameriprise Financial Services | Rockville | MD | 10/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Rockville | MD | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Rockville | MD | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-28 |
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