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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-17 |
| TX | RA | APPROVED | 2021-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 11/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2021 | Present |
*432865 - MED VILLAS 306 PROPERTY SERVICES, LLC; Investment related - Yes; Key Biscayne, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2011; During business hours: 0; After business hours: 0; Property Management. *432505- 501 NE 31ST, #3809; Investment related - No; Miami, Florida; Real Estate; Sole Proprietor/Owner; June 2018 ; During business hours: 0 ; Property Management. *457793 - Sonit LLC; Investment related -Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-07 |
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