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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED | 2024-02-06 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Red Bank | NJ | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 11/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 12/2018 | 01/2024 |
| Morgan Stanley | Lawrenceville | NJ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-23 |
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