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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED | 2023-03-13 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Birmingham | MI | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 02/2023 |
| Morgan Stanley | Bloomfield Hills | MI | 02/2023 | Present |
*543858 - Rental Property; Investment related-Yes; Bloomfield Hills, State; Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2014; During business hours: 0; After business hours: 4;Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-14 |
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