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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-08 |
| NY | RA | APPROVED | 2026-07-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2013 | 05/2020 |
| Rbc Capital Markets, Llc | New York | NY | 05/2020 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Greenwch | CT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-02 |
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