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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
One Ppg Place Suite1300, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pittsburgh | PA | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 11/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 08/2019 | 01/2021 |
| Bank Of America, N.A. | Denver | CO | 08/2019 | 01/2021 |
| Fidelity Investments | Greenwood Village | CO | 01/2021 | 05/2021 |
| Wells Fargo Clearing Services, Llc. | Pittsburgh | PA | 05/2021 | 09/2025 |
| Morgan Stanley Smith Barney Llc | Pittsburgh | PA | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
*684376- King Real Estate Group LLC; Investment related: No; Wexford, Pennsylvania; Real Estate; Employee, Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 4; Business Development/Growth, Property Management *684583 - Meticulous Matters LLC; Investment related: No; Butler, Pennsylvania; Real Estate, Event Planning Service ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 8; Labor/Service, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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