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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
| NJ | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Marlton | NJ | 05/2009 | 11/2016 |
| Morgan Stanley | Mount Laurel | NJ | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | Marlton | NJ | 11/2016 | 04/2020 |
| Innovative Investment Fiduciaries | Moorestown | NJ | 04/2020 | 06/2021 |
| Fidelity Investments | Merrimack | NH | 09/2021 | 03/2022 |
| Ubs | Mt Laurel | NJ | 03/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-13 |
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