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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Santa Barbara | CA | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | 06/2023 |
| Morgan Stanley Smith Barney Llc | Santa Maria | CA | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
*OBI - 563467 - Brett Krausse Publishing ; Investment related - Yes ; Santa Maria, California ; Publishing ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2021 ; During business hours : 0 ; After business hours : 2 ; Administrative: Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-23 |
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