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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-28 |
| WA | RA | APPROVED | 2023-05-31 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Los Angeles | CA | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 08/2018 | 12/2020 |
| Starbucks Coffee Company | Los Angeles | CA | 08/2016 | 02/2017 |
| Starbucks Coffee Company | Los Angeles | CA | 08/2016 | 01/2017 |
| Kcs Wealth Advisory, Llc | Los Angeles | CA | 12/2020 | 05/2023 |
| Morgan Stanley | Bellevue | WA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-14 |
| S66 | Uniform Combined State Law Examination | 2014-05-12 |
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