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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-01 |
| VA | RA | APPROVED | 2020-01-21 |
Branch Locations
519 West Jubal Early Drive Suite 300, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Winchester | VA | 06/2014 | 11/2016 |
| Wells Fargo Bank, Na | Winchester | VA | 01/2012 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Winchester | VA | 11/2016 | 08/2019 |
| Morgan Stanley | Winchester | VA | 01/2020 | Present |
| Unemployed | Stephens City | VA | 08/2019 | 01/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | Present |
*631897 - Door Dash; Investment related: No; San Francisco, California; Delivery services; Part time 1099 (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 10; delivery driver
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-12 |
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