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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| MN | RA | APPROVED | 2025-08-18 |
Branch Locations
11 East Superior Street Suite 580, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Duluth | MN | 02/2025 | Present |
| N/A | Duluth | MN | 05/2024 | 02/2025 |
| Liberty Wealth Management Of Raymond James | Duluth | MN | 10/2023 | 05/2024 |
| N/A | Duluth | MN | 12/2022 | 10/2023 |
| Ikea | Bloomington | MN | 02/2021 | 12/2022 |
| N/A | Annandale | MN | 08/2020 | 02/2021 |
| Aamodt's Hot Air Balloon Rides, Inc | Stillwater | MN | 07/2000 | 08/2020 |
| Whole Foods Market | Austin | TX | 01/2014 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-13 |
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