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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| FL | RA | APPROVED | 2017-07-13 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 06/2017 |
| Morgan Stanley | Miami | FL | 06/2017 | Present |
*514161- Rental Property; Investment related-Yes; Tamarac, Florida; Real Estate; Other (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 2; After business hours: 0; Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-11 |
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