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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-19 |
| TX | RA | APPROVED | 2020-06-19 |
Branch Locations
21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • United States
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 | Westlake Village | CA | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 11/2016 | 06/2020 |
| Morgan Stanley Smith Barney Llc | Woodland Hills | CA | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | Present |
1) *403845 - Pilot / Flight Instructor; Investment related -No; Porter Ranch, California; Automotive/Transportation; Pilot / Flight Instructor (proprietor, partner, officer, director, employee, trustee, agent); 06/2014; During business hours: 0; After business hours: 5; 2) *403849 - United Airlines; Investment related -No; Los Angeles, California; Automotive/Transportation; Airline Pilot (proprietor, partner, officer, director, employee, trustee, agent); 02/2018; During business hours: 0; After business hours: 30; Airline Pilot
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-22 |
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