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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-05 |
| FL | RA | APPROVED | 2022-10-31 |
Branch Locations
1 Daytona Blvd Ste 270 Fl 2Nd, Daytona Beach, FL 32114 • United States
Deland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ormond Beach | FL | 04/2019 | 08/2022 |
| Pinnacle Land Maintenance Inc. | Deland | FL | 10/2016 | 04/2019 |
| Brickhouse Grill | Deland | FL | 10/2016 | 05/2017 |
| New York Life | Maitland | FL | 05/2017 | 02/2018 |
| Firehouse Subs | Deland | FL | 10/2014 | 10/2016 |
| Morgan Stanley | Deland | FL | 06/2018 | 12/2018 |
| Stetson University | Deland | FL | 08/2016 | 12/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | 09/2022 |
| Ameriprise Financial Services, Llc | Daytona Beach | FL | 09/2022 | Present |
Board of Directors; Rotaract Club of DeLand; Sergeant at Arms; 145 N Woodland Blvd, , DeLand, FL, 32724; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Junior Service League of DeLand; The Junior Service League of DeLand is a non-profit charitable organization of women that has been committed to the improvement of our community through effective volunteerism and fundraising for over 90 years. We are active, dedicated women who are pledged to making a difference in our community by reaching out to those most in need, and educating ourselves regarding community issues and leadership. Michaela to serve on finance committee.; PO Box 1372, , DeLand, FL, 32721; Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-09 |
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