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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED_RES | 2025-04-21 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Reading | PA | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 04/2025 |
| Morgan Stanley | Lancaster | PA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-23 |
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