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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2024-07-08 |
| CA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
| WA | RA | APPROVED | 2024-07-01 |
Branch Locations
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 Advisors Llc | Pasadena | CA | 05/2009 | 09/2016 |
| Morgan Stanley | Seattle | WA | 09/2016 | 07/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | Present |
1333 LLC; INV RELATED; BELLEVUE, WA; 100% OWNERSHIP WITH SPOUSE; START 08/21/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; HOLDS REAL ESTATE. RENTAL PROPERTY; INV RELATED; HONOLULU, HI; 100% OWNERSHIP; START 08/27/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-01 |
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