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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-24 |
| PA | RA | APPROVED | 2024-09-24 |
| TX | RA | APPROVED_RES | 2024-09-24 |
Branch Locations
850 S Hermitage Rd Ste C, Hermitage, PA 16148 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2015 | 09/2024 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
RENTAL PROPERTY - DUTCH LANE; INV RELATED;HERMITAGE,PA; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 02/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-01 |
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