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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-08-09 |
| TX | RA | APPROVED | 2019-08-09 |
Branch Locations
563 Hub Boulevard Suite 301, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bowling Green | KY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bowling Green | KY | 11/2016 | 08/2019 |
| Morgan Stanley | Bowling Green | KY | 08/2019 | Present |
NOTARY PUBLIC, NOT INV RELATED, BOWLING GREEN, KY. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; PARK CITY, KY; START DATE 8/20/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-02 |
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