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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED_RES | 2025-04-10 |
Branch Locations
10960 Grantchester Way, Columbia, MD 21044 • United States
303 International Circle Suite 500, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Baltimore | MD | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 11/2016 | 01/2025 |
| Morgan Stanley | Hunt Valley | MD | 04/2025 | Present |
*635109 - Howard County Youth Hockey Club; Investment related:No ; Columbia, Maryland ; Children/Youth, Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 9/1992; During business hours: 0; After business hours: 20; Administrative, Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-05 |
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