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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
21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • 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 Advisors | Westlake Village | CA | 10/2011 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Woodland Hills | CA | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
*OBI - 568752 - Quantum Leap TV Series ; Investment related - No ; Burbank, California ; Entertainment ; Actor (proprietor, partner, officer, director, employee, trustee, agent) ; 1/1989 ; During business hours : 0 ; After business hours : 0 ; Actor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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