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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-07 |
| MD | RA | APPROVED | 2021-04-08 |
Branch Locations
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Rockville | MD | 04/2020 | 03/2021 |
| Wells Fargo Bank, Na | Rockville | MD | 02/2018 | 03/2021 |
| Home Maker | Klamath Falls | OR | 08/2016 | 02/2018 |
| Morgan Stanley | Rockville | MD | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
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