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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-24 |
| CA | RA | APPROVED | 2022-06-06 |
Branch Locations
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Los Angeles | CA | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Long Beach | CA | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
*504401 - Rental Property, Investment related: Yes; Leimen, Germany; Real Estate; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2001; During business hours: 0; After business hours: 0.50; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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