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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| NC | RA | APPROVED | 2022-01-06 |
Branch Locations
1111 Military Cutoff Road, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmingtron | NC | 05/2015 | 10/2019 |
| Bank Of America, N.A. | Wilmington | NC | 05/2015 | 10/2019 |
| Wells Fargo Bank, Na | Wilmington | NC | 11/2019 | 12/2021 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 11/2019 | 12/2021 |
| Morgan Stanley Smith Barney Llc | Wilmington | NC | 12/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-25 |
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