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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-11 |
| TX | RA | APPROVED | 2021-01-08 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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 | Boca Raton | LA | 12/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | LA | 11/2016 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-09 |
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