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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-10 |
| TX | RA | APPROVED_RES | 2020-09-10 |
Branch Locations
720 South Atherton Street, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Altoona | PA | 11/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Altoona | PA | 11/2016 | 09/2020 |
| Morgan Stanley Smith Barney Llc | State College | PA | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
AGUER NOBORI PROPERTIES, INVESTMENT RELATED, BOALSBURG, PA, 50% OWNERSHIP OF NITTANY GROVE CONDO DEVELOPMENT, START: 1994, 0 HOURS PER MONTH, NO DUTIES. NITTANY GROVE HOME SALES, LLC; INV-RELATED; BOALSBURG, PA; 100% OWNERSHIP WITH SPOUSE; START: 01/01/2008; HOURS: 0 PER MONTH - 0 DURING TRADING; DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-06 |
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