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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED | 2022-07-29 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Florham Park | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Florham Park | NJ | 11/2016 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Morris Town | NJ | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-30 |
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