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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-05
FL RA APPROVED 2022-10-31
  • TX RA
    APPROVED
    Since 2024-04-05
  • FL RA
    APPROVED
    Since 2022-10-31

Branch Locations

1 Daytona Blvd Ste 270 Fl 2Nd, Daytona Beach, FL 32114 • United States

Deland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2019 → 08/2022
    Ormond Beach, FL
  • 10/2016 → 04/2019
    Pinnacle Land Maintenance Inc.
    Deland, FL
  • 10/2016 → 05/2017
    Brickhouse Grill
    Deland, FL
  • 05/2017 → 02/2018
    New York Life
    Maitland, FL
  • 10/2014 → 10/2016
    Firehouse Subs
    Deland, FL
  • 06/2018 → 12/2018
    Deland, FL
  • 08/2016 → 12/2018
    Stetson University
    Deland, FL
  • 06/2019 → 09/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2022 → Present
    Daytona Beach, FL
Previous Registrations
  • 2019-07-10 → 2022-09-27
    Deland, FL
    Ormond Beach, FL
    Ocala, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-09
  • S66 Uniform Combined State Law Examination
    2019-07-09
Other Names
  • Michaela Lowenstein
  • Michaela Jayne Lowenstein
  • Michaela Jayne Pryor

View on SEC IAPD

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