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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-02-24 |
Branch Locations
437 West Duke Of Gloucester Street, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Norfolk | VA | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 11/2016 | 02/2023 |
| Morgan Stanley Smith Barney Llc | Williamsburg | VA | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*669498 - AG1 Nutrionals; Investment Related - No; Carson City, Nevada; Retail/Online Stores; Ambassador (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2025; During Business Hours: 0; After Business Hours: 1; Referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-04 |
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