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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-23 |
| FL | RA | APPROVED | 2017-05-22 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2017 |
| Morgan Stanley | Miami | FL | 05/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2014-05-27 |
| S66 | Uniform Combined State Law Examination | 2008-12-30 |
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