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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-22 |
| CA | RA | APPROVED | 2022-02-18 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Westlake Village | CA | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 11/2016 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Westlake Village | CA | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
THE W SOURCE, NOT INV RELATED, SANTA BARBARA, CA, CHAPTER HEAD, START 1/1/2019, 9 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING WOMEN'S NETWORKING MEETINGS TO SHARE IDEAS AND OPPORTUNITIES, RESPONSIBLE FOR LOCATION AND ORGANIZING MEETING AS CHAPTER HEAD. *567827 - Luxury Gala; Investment related-No; Porter Ranch, California; Entertaiment; Host (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 2; Presenting *663803 - Virgelia Productions; Investment related: No; Redondo Beach, California; Paegant; Host (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 4; Announcing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-29 |
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