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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-19 |
| CA | RA | APPROVED | 2024-07-12 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Anaheim | CA | 09/2016 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Orange | CA | 09/2019 | 05/2021 |
| Tj Maxx | Orange | CA | 07/2015 | 09/2016 |
| Diamond Verizon Wireless | Orange | CA | 03/2016 | 09/2016 |
| Wells Fargo Clearing Services, Llc | Anaheim | CA | 01/2022 | 07/2024 |
| Morgan Stanley | Newport Beach | CA | 07/2024 | Present |
| Santa Ana College | Santa Ana | CA | 08/2015 | 05/2021 |
| California State University Fullerton | Fullerton | CA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-12 |
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