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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-02-10 |
| WI | RA | APPROVED | 2017-02-10 |
Branch Locations
11501 North Port Washington, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mequon | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mequon | WI | 11/2016 | 02/2017 |
| Morgan Stanley | Mequon | WI | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-06 |
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