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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-01 |
| TX | RA | APPROVED_RES | 2022-11-01 |
Branch Locations
221 East 4Th Street Atrium Building, Cincinnati, OH 45202 • 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 | Salt Lake City | UT | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 10/2022 |
| Morgan Stanley | Cincinnati | OH | 10/2022 | Present |
*544837- POA; Investment related-Yes; Cabot, Pennsylvania; 03/2023; During business hours: 0; After business hours: 1 *544840- POA; Investment related-Yes; Cabot, Pennsylvania; 03/2023; During business hours: 0; After business hours: 1 *674971- Unknown; Investment related: Yes; Unknown, Ohio; Will be an LLC that holds two pieces of personal use real estate.; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 4; Attend to upkeep of the two properties being held inside the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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