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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-18 |
| CA | RA | APPROVED | 2023-12-14 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Diego | CA | 01/2016 | 12/2023 |
| Wells Fargo Clearing Services Llc | San Diego | CA | 12/2018 | 12/2023 |
| Skechers U.S.A | San Diego | CA | 06/2014 | 11/2016 |
| Morgan Stanley | San Diego | CA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-28 |
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