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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED_RES | 2023-03-20 |
Branch Locations
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 Advisors Llc | Brea | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brea | CA | 11/2016 | 03/2023 |
| Morgan Stanley Smith Barney Llc | Brea | CA | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
*654289 - Silverado Crossroads Properties; Investment related: Yes; La Mirada, California; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 3; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-02 |
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