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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| MN | RA | APPROVED | 2014-02-06 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Wayzata | MN | 09/2008 | Present |
| Morgan Stanley Smith Barney | Wayzata | MN | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*610376 - Aim Higher Foundation; Investment Related - No; St. Paul, Minnesota; Children/Youth, Civic/Community, Education; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 8; Administrative, Accounting/Bookkeeping, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-05 |
| S66 | Uniform Combined State Law Examination | 1999-05-05 |
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