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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| CA | RA | APPROVED | 2026-01-07 |
Branch Locations
20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fremont | CA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fremont | CA | 11/2016 | 10/2021 |
| Charles Schwab Bank, Ssb | San Mateo | CA | 10/2021 | 04/2024 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 10/2021 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 04/2024 | 01/2026 |
| Wells Fargo Bank | Fremont | CA | 01/2011 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Cupertino | CA | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
*676378 - Rental Property ; Investment related: Yes; San Jose, California; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0.5; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-10 |
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