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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| FL | RA | APPROVED | 2022-05-23 |
Branch Locations
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Grosse Pointe Farms | MI | 07/2012 | 05/2022 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 05/2022 | Present |
Real Estate Ownership; Single Family; 5325 N 2nd sT, , Arlington, VA, 22203; Investment-Related; 10/06/1997. Business Ownership; 675 Kings Hwy LLC; Owner; Real Estate; 93 Main Street, , Kennebunkport, ME, 04046; Not Investment-Related; 07/06/2026; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-20 |
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