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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2021-06-01 |
| FL | RA | APPROVED | 2021-03-17 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Coral Gables | FL | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 11/2016 | 03/2021 |
| Morgan Stanley | Winter Park | FL | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-10 |
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