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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED_RES | 2024-10-04 |
Branch Locations
320 East Main Street Suite 410, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Spartanburg | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Spartanburg | SC | 11/2016 | 10/2024 |
| Morgan Stanley Smith Barney Llc | Spartanburg | SC | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
FIRST PRESBYTERIAN CHURCH OF SPARTANBURG / INVESTMENT RELATED / SPARTANBURG, SC / INVESTMENT COMMITTEE MEMBER / START 01-JANUARY-2020 / 1 HOUR DEVOTED PER MONTH / 0 DURING TRADING HOURS / HEARING MONEY MANAGER REPORTS AND REVIEWING THE REPORT WITH THE COMMITTEE FOR APPROVAL. *613982- First Presbyterian Church of Spartanburg, SC; Investment related: No; Spartanburg, South Carolina; Religious; Investment Committee, Chair(proprietor, partner, officer, director, employee, trustee, agent); 03/2014; During business hours: 0; After business hours: 1; I am on the committee that receives updates on the church endowment. I do not make investment decisions are advise on how funds are invested. I have no control over the funds. .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-30 |
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