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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-15 |
| VA | RA | APPROVED | 2019-11-15 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 11/2019 |
| Morgan Stanley Smith Barney Llc | Mclean | VA | 11/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2019 | Present |
*403213 - Insured Retirement Institute; Investment related No; Washington, District of Columbia; Trade Association for Financial Service and Insurance Companies; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 04/2013 ; During business hours: 1; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-24 |
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