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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-27 |
| FL | RA | APPROVED | 2021-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*436335 - Rental Property Colonia; Investment related Yes; Uruguay ; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2016; During business hours: 0; After business hours 0.2 RENTAL PROPERTY; INV RELATED; NUEVA PALMIRA, URUGUAY; LAND; 100% OWNERSHIP; START 6/1/2016; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER. RENTAL PROPERTY; INVESTMENT RELATED; ROCHA,URUGUAY; 100% OWNERSHIP; START DATE 02/23/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
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