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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-09 |
| TX | RA | APPROVED | 2021-04-09 |
Branch Locations
401 Fremont Street Suite 200, Monterey, CA 93940 • United States
Carmel Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Carmel | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Carmel | CA | 11/2016 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Monterey | CA | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2021 | Present |
*645703- Cottage Row LP; Investment related: Yes; Carmel, California; Real Estate; General Partner(proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 2; Property Management *651831- EJL R.P. Ent., LLC; Investment related: Yes; Carmel Valley, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-21 |
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