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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| DC | RA | APPROVED | 2023-02-21 |
| VA | RA | APPROVED | 2023-02-06 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Washington | DC | 12/2021 | 11/2022 |
| Wells Fargo Bank, N.A. | Washington | DC | 12/2021 | 11/2022 |
| Td Bank | Washington | DC | 02/2019 | 11/2021 |
| Zerin Business Consulting | Mclean | VA | 07/2018 | 01/2019 |
| Ideagen Global | Arlington | VA | 06/2017 | 07/2018 |
| Longwood University | Farmville | VA | 08/2014 | 06/2017 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-18 |
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