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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-31 |
| PA | RA | APPROVED | 2026-07-02 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Radnor | PA | 06/2016 | 10/2023 |
| Nordwand Advisors | Radnor | PA | 10/2023 | 06/2026 |
| Morgan Stanley | West Conshohocken | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-16 |
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
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