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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| MD | RA | APPROVED | 2026-01-28 |
Branch Locations
30 West Patrick Street Suite 700, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Washington | DC | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 10/2025 |
| Morgan Stanley | Frederick, | MD | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-23 |
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