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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| MN | RA | APPROVED | 2019-04-22 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 08/2016 | 03/2019 |
| Morgan Stanley | Wayzata | MN | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2019 | Present |
*629977- Clinton Rental Property; Investment Related - Yes; Richfield, Minnesota; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 1; Administrative, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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