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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2021-01-20 |
| UT | RA | APPROVED | 2020-12-16 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | 5201 Amelia Earhart Dr | UT | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | 5201 Amelia Earhart Dr | UT | 11/2016 | 01/2017 |
| E*Trade Securities Llc | Sandy | UT | 01/2017 | 02/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 01/2017 | 02/2020 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | Present |
| E*Trade Capital Management Llc | Sandy | UT | 02/2020 | Present |
| Morgan Stanley | Mclean | VA | 12/2020 | Present |
name of the other business -Rental, investment-related - 0, address of the other business - home, nature of the other business - Rental, position, title, or relationship with the other business - self employed renting a property that i own , start date of your relationship - 7/15/2019, approximate number of hours/month you devote to the other business - 1 hr per month number of hours you devote to the other business during securities trading hours - 0, description of duties relating to the other business - Respond to Rental Agency if they address maintenance or tenant issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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