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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Allentown | PA | 10/2013 | 05/2026 |
| Wells Fargo Advisors, Llc | Allentown | PA | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | 05/2026 |
| Morgan Stanley | Allentown | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-18 |
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