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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-04-19 |
| TX | RA | APPROVED_RES | 2017-04-19 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dayton | OH | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dayton | OH | 11/2016 | 03/2017 |
| Morgan Stanley | Beavercreek | OH | 03/2017 | Present |
*537552 - Miami Co YMCA; Investment related: No; Troy, Ohio; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: .0; After business hours: 20; Administrative, Customer Service, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-14 |
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