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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-11 |
| PA | RA | APPROVED | 2018-01-11 |
| FL | RA | APPROVED | 2017-08-15 |
Branch Locations
350 E Las Olas Blvd Ste 1700, Ft Lauderdale, FL 33301 • United States
161 Washington St Ste 1300, Conshohocken, PA 19428-2055 • 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 | West Conshohocken | PA | 04/2008 | 08/2017 |
| Morgan Stanley Smith Barney | West Conshohocken | PA | 06/2009 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Ameriprise Financial Services Inc. | Ft Lauderdale | FL | 08/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Ft Lauderdale | FL | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 113 NW 3rd Ave, , Ft Lauderdale, FL, 33311; Investment-Related; 04/24/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-03 |
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