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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-21 |
| TX | RA | APPROVED | 2021-05-21 |
Branch Locations
16644 West Bernardo Drive Suite 400, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 05/2021 |
| Morgan Stanley | San Diego | CA | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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