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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2017-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rancho Santa Fe | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Carlsbad | CA | 11/2016 | 04/2017 |
| Morgan Stanley | La Jolla | CA | 04/2017 | Present |
2. *400116 - Power of Attorney; Investment related -No; San Diego, California; Power of Attorney; 05/2020; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-08 |
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