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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-10 |
| MD | RA | APPROVED | 2022-05-09 |
Branch Locations
28601 Marlboro Avenue Suite 201, Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Easton | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Easton | MD | 11/2016 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Easton | MD | 05/2022 | Present |
BONNIE BROOK HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; CAMBRIDGE,MD; BOARD MEMBER; START DATE 03/07/2017; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO PLAN COMMUNITY EVENTS, PREPARE THE NEWSLETTER FOR RESIDENTS OF THE HOA, AND HELP SET BUDGETARY LIMITS FOR THE EVENTS AND HOMEOWNER MAINTENANCE. *633267- Wise Investments, LLC; Investment related: Yes; Cambridge, Maryland; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 8; Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-16 |
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