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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-20 |
| MT | RA | APPROVED | 2022-06-23 |
| CA | RA | APPROVED | 2021-07-06 |
Branch Locations
444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Los Angeles | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2021 | Present |
*497568- The Green Family Trust; Investment related Yes; Whitefish, Montana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-13 |
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