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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-30 |
| CA | RA | APPROVED | 2021-02-12 |
Branch Locations
16644 West Bernardo Drive Suite 400, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Diego | CA | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 02/2021 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 02/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-14 |
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