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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-18 |
| VA | RA | APPROVED | 2026-08-18 |
| GA | RA | APPROVED | 2024-04-17 |
| TX | RA | APPROVED | 2021-09-02 |
| CA | RA | APPROVED | 2021-08-27 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Concord | CA | 04/2020 | 08/2021 |
| Wells Fargo Bank, Na | Concord | CA | 04/2020 | 08/2021 |
| Bank Of The West | San Francisco | CA | 03/2019 | 04/2020 |
| Wells Fargo Bank, N.A. | San Francisco | CA | 06/2018 | 03/2019 |
| Wells Fargo Bank, N.A. | Palo Alto | CA | 04/2017 | 06/2018 |
| Wells Fargo Bank, N.A. | Venice | FL | 02/2016 | 04/2017 |
| Morgan Stanley | Washington | DC | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-28 |
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