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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-05 |
| NJ | RA | APPROVED | 2020-12-04 |
Branch Locations
Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Totowa | NJ | 05/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Totowa | NJ | 11/2016 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Paramus | NJ | 12/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-21 |
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