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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-05 |
| TX | RA | APPROVED | 2023-04-05 |
Branch Locations
301 Grant St Ste 3600 One Oxford Centre, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Pittsburgh | PA | 02/2016 | 06/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Sewickley | PA | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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