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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-22 |
| MO | RA | APPROVED | 2023-08-17 |
Branch Locations
1535 East Primrose Street, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pueblo | CO | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pueblo | CO | 11/2016 | 04/2017 |
| Macatawa Bank - Zeeland State Branch | Zeeland | MI | 04/2017 | 08/2019 |
| Infinex Investments Inc | Meriden | CT | 04/2017 | 08/2019 |
| Raymond James & Associates | Holland | MI | 09/2019 | 07/2023 |
| Morgan Stanley | Springfield | MO | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-24 |
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