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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-05 |
| MD | RA | APPROVED | 2024-11-20 |
| TX | RA | APPROVED | 2024-11-20 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethesda | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2016 | 08/2017 |
| Morgan Stanley | Bethesda | MD | 08/2017 | 11/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 11/2024 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-28 |
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