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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-27 |
| VA | RA | APPROVED | 2019-02-15 |
Branch Locations
8500 Leesburg Pike Suite 411 [Satellite], Vienna, VA 22182 • United States
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mclean | VA | 06/2009 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2019 |
| Wells Fargo Advisors Financial Network, Llc | Mclean | VA | 02/2019 | Present |
TRUSTEE FOR FAMILY TRUST, INV RELATED, ANNANDALE, VA, START: 3/7/2019, 1 HR/MONTH, 0 HRS DURING TRADING. CRL FINANCIAL CO, INVT RELATED, MCLEAN, VA, 100% OWNERSHIP, START DATE 2/1/2019, 0-1 HRS PER MONTH, 0-1 HRS DURING TRADING, BUSINESS ACCOUNT FOR LLC FOR FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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