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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-01-13 |
| TX | RA | APPROVED | 2014-01-10 |
Branch Locations
1101 5Th Avenue Suite 275, San Rafael, CA 94901 • United States
2 disclosure categories 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 | Novato | CA | 01/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*337852 - Rental Property; Investment related- Yes; Novato, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 0; Other
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-09 |
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