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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-04-01 |
Branch Locations
1925 Palomar Oaks Way Ste 207, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Rancho Bernardo | CA | 12/2011 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Wells Fargo Advisors Financial Network, Llc | Carlsbad | CA | 03/2020 | Present |
CROWN WEALTH MANAGEMENT, LLC, INVT RELATED, VISTA, CA, 100% OWNERSHIP, START DATE 3/31/2020, 800 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-02 |
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