David Joseph Stella

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-12-16
FL	RA	APPROVED	2016-10-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wachovia Bank, N.A.	Orlando	FL	03/2008	10/2016
Wells Fargo Advisors Llc	Orlando	FL	02/2010	10/2016
Morgan Stanley	Orlando	FL	10/2016	Present
Morgan Stanley Private Bank, National Association	New York	NY	12/2016	Present

03/2008 → 10/2016

Wachovia Bank, N.A.

Orlando, FL
02/2010 → 10/2016

Wells Fargo Advisors Llc

Orlando, FL
10/2016 → Present

Morgan Stanley

Orlando, FL
12/2016 → Present

Morgan Stanley Private Bank, National Association

New York, NY

2010-03-17 → 2016-10-19

Wells Fargo Clearing Services, Llc

Minneapolis, MN

Orlando, FL

Orlando, FL

Charlotte, NC

Orlando, FL

Minneapolis, MN
2007-02-27 → 2008-03-03

Morgan Keegan & Company, Llc

Winter Park, FL

Memphis, TN
2003-07-10 → 2007-07-13

Amsouth Investment Management Company Llc

Birmingham, AL
2003-01-07 → 2003-08-15

Amsouth Investment Services, Inc.

Orlando, FL
2002-02-20 → 2002-10-25

Truist Investment Services, Inc.

Maitland, FL

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-10-29
S65	Uniform Investment Adviser Law Examination	1994-10-03

Other Firms