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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-06 |
| NV | RA | APPROVED | 2018-08-09 |
Branch Locations
6005 Plumas St 2Nd Fl [Sh-Rbo], Reno, NV 89519 • United States
4780 Caughlin Pkwy, Reno, NV 89519 • United States
1512 Eureka Rd Ste 300 [Rn-Rbo], Roseville, CA 95661 • 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, National Association | New York | NY | 01/2015 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-30 |
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