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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-06-01 |
| TX | RA | APPROVED | 2022-05-31 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Suwanee | GA | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Suwanee | GA | 11/2016 | 05/2022 |
| Morgan Stanley | Atlanta | GA | 05/2022 | Present |
*502002 - Your Abode on the Road LLC; Investment Related - Yes; Suwanee, Georgia; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2022; During Business Hours: 0; After Business Hours: 8; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-26 |
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