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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-11 |
| FL | RA | APPROVED | 2025-06-25 |
Branch Locations
285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 12/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 05/2025 |
| Morgan Stanley | Ormond Beach | FL | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-22 |
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