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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-01 |
| FL | RA | APPROVED | 2019-04-29 |
Branch Locations
1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States
190 Biltmore Ave, Asheville, NC 28801 • United States
421 S Church St Ste 100, Hendersonville, NC 28792 • United States
Arden, NC • United States
Ocean Ridge, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2019 |
| Morgan Stanley | Warwick | NY | 08/2009 | 10/2016 |
| Morgan Stanley | Boca Raton | FL | 10/2016 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 04/2019 | Present |
TULLER ASSOCIATES DBA OCEAN RIDGE PARTNERS, INV RELATED, PT. JEFFERSON, NY, 33% OWNERSHIP, START 5/11/2011, ZERO HOURS PER MONTH, ZERO DURING TRADING, OWNS RAW LAND IN BELIZE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 1992-11-09 |
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