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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED | 2025-10-30 |
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 Advisors Llc | Millbrae | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Millbrae | CA | 11/2016 | 10/2025 |
| Morgan Stanley Smith Barney Llc | San Mateo | CA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*669518- Rental Property; Investment related: Yes; San Leandro,California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 0; Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-05 |
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