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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-25 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dallas | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | 03/2017 |
| Morgan Stanley | Dallas | TX | 03/2017 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-31 |
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