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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-16 |
| TX | RA | APPROVED | 2023-04-16 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Beverly Hills | CA | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 07/2017 | 04/2023 |
| Bank Of America N.A. | Westlake Village | CA | 04/2020 | 04/2023 |
| Morgan Stanley | Beverly Hills | CA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
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