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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-28 |
| PA | RA | APPROVED | 2023-10-30 |
| TX | RA | APPROVED_RES | 2023-10-30 |
Branch Locations
1001 Granada Flora Court, MD • United States
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
144 Baltimore Street [Satellite], Hanover, PA 17331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 10/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | Hanover | PA | 10/2023 | Present |
JCBL, INC; INV RELATED; SEVERNA PARK, MD; 50% OWNERSHIP; START DATE 01/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING ; AFFILIATED WITH FINET; RLOGUE GP, LLC; INV RELATED; SEVEMA PARK, MD; 90% OWNERSHIP; START DATE 06/02/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; MERCHANT TIER 2 AGREEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-17 |
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