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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| FL | RA | APPROVED | 2018-12-07 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Weston | FL | 06/2011 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 01/2018 | 11/2018 |
| Morgan Stanley | Plantation | FL | 11/2018 | Present |
*525203- Notary Services; Investment related-No; Ft lauderdale, Florida; legal service; Notary Public/ Loan signing agent (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 32; Labor/Service *697007- “Rental Property”; Investment related - Yes; Inverness, Florida; Real Estate; owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 0; none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-23 |
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