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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-25 |
Branch Locations
1601 Elm St Ste 4350, Dallas, TX 75201 • United States
3200 Southwest Fwy Ste 3100, Houston, TX 77027-7528 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 02/2018 | 01/2020 |
| Texas A&M University | College Station | TX | 08/2013 | 02/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 01/2020 |
| Ameriprise Financial Services, Llc | Dallas | TX | 03/2020 | Present |
Outside Employment; Geaux Sooners, LLC DBA Luminate; Portfolio Management Analyst within the Asset Management dept; Manage advisory business; 1601 Elm St, Suite 4350, Dallas, TX, 75201; Investment-Related; 03/04/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-27 |
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