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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-11 |
| CA | RA | APPROVED | 2023-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Houston | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 03/2023 |
| Morgan Stanley | Palo Alto | CA | 03/2023 | Present |
*610221 - IHSS (In-House Supportive Services) Social Services; Investment related: No; San Jose, California; Elder Care; Recipient Designation of Provider(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 93.15; meal prep/clean-up; laundry (washing, drying, folding, put away), housework, bathroom/kitchen cleaning, medicine prep, showering, grocery shopping/errands
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-24 |
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