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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
433 N Camden Dr 9Th & 12Th Fls [La-Rbo], Beverly Hills, CA 90210 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank National Association | Los Angeles | CA | 06/2016 | 03/2025 |
| Morgan Stanley Smith Barney | New York | NY | 03/2025 | 01/2026 |
| Wells Fargo Bank | Beverly Hills | CA | 01/2026 | Present |
| Wells Fargo Clearing Services | Beverly Hills | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-20 |
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