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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-18 |
| CA | RA | APPROVED | 2021-09-10 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 09/2021 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2021 | Present |
*547348 - Shani's Living Creations ; Investment related - Yes ; Hayward, California ; Retail/Online Stores ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 20 ; Administrative,Labor/Service,Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-04 |
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