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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-27 |
Branch Locations
1999 Avenue Of The Stars Suite 2400, Los Angeles, CA 90067 • 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 Bank, N.A. | Woodland Hills | CA | 09/2008 | 07/2018 |
| Wells Fargo Advisors, Llc | Woodland Hills | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodland Hills | CA | 11/2016 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | Beverly Hills | CA | 07/2018 | Present |
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-13 |
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