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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
| CA | RA | APPROVED | 2026-06-19 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Foster City | CA | 10/2024 | 12/2025 |
| Wells Fargo Bank, Na | Foster City | CA | 03/2021 | 12/2025 |
| Starbucks | Burlingame | CA | 01/2018 | 03/2021 |
| Universidade Estadual De Goias | Goiania | 06/2013 | 12/2018 | |
| Morgan Stanley | San Mateo | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-03 |
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