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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
Branch Locations
2825 N. University Drive Suite 400, Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Lauderdale | FL | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Coral Springs | FL | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
.*636707- Broward Football Officials Association; Investment related: No; Pompano Beach, Florida; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2003; During business hours: 0; After business hours: 14; High school football referee *636705- Broward County Softball Association; Investment related: No; Weston, Florida; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2003; During business hours: 0; After business hours: 12; High school softball referee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-13 |
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