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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-06 |
| TX | RA | APPROVED | 2022-05-06 |
Branch Locations
28601 Marlboro Avenue Suite 201, Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School | Burlington | VT | 01/2006 | Present |
| Wells Fargo Advisors Llc | Easton | MD | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Easton | MD | 11/2016 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Easton | MD | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-11 |
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