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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Pittsburgh | PA | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 11/2016 | 01/2024 |
| Morgan Stanley Smith Barney Llc | Sewickley | PA | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | Present |
(1) TRUSTEE FOR BROTHER'S TRUST / INVESTMENT RELATED / PITTSBURGH, PA / START 28-DECEMBER-2015. (2) *582128 - Boars Room LLC; Investment related-Yes; Covington, Kentucky; Restaurant/Bar/Nightclub; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 5; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-04 |
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