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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-13 |
| FL | RA | APPROVED | 2022-10-11 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 12/2019 |
| Morgan Stanley | Aventura | FL | 09/2022 | Present |
| Wells Fargo Advisors, Llc | Miami | FL | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 01/2020 | 05/2022 |
| Unemployed | Miami | FL | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-16 |
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