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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-31 |
| CA | RA | APPROVED | 2021-03-30 |
Branch Locations
216 Lorton Avenue Suite 200, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elk Grove | CA | 06/2016 | 06/2017 |
| Wells Fargo Bank, Na | Elk Grove | CA | 05/2012 | 06/2017 |
| Edward Jones | St.LOuis | MO | 07/2017 | 08/2018 |
| Alamo Capital | Walnut Creek | CA | 09/2018 | 05/2019 |
| Ma Private Wealth | San Carlos | CA | 05/2019 | 02/2021 |
| Morgan Stanley | Burlingame | CA | 03/2021 | Present |
1. *444769- Zog Sports; Investment related No; San Francisco, California; Recreation; Referee (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 20; Referee recreational basketball games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-14 |
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