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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-18 |
| GA | RA | APPROVED | 2022-10-11 |
| TX | RA | APPROVED_RES | 2022-09-21 |
Branch Locations
4100 Edison Lakes Parkway Suite 200, Mishawaka, IN 46545 • 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 | Atlanta | GA | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 09/2022 |
| Morgan Stanley | Mishawaka | IN | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-30 |
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