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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-07 |
| TX | RA | APPROVED_RES | 2022-11-29 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
Columbus, OH • 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 | Columbus | OH | 11/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbus | OH | 11/2016 | 11/2022 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | Present |
*679462 - Rental Property ; Investment related: Yes; Cleveland, Ohio; Rental Property; owner(proprietor, partner, officer, director, employee, trustee, agent); 2/2026; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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