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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-24 |
| NM | RA | APPROVED | 2024-08-21 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Albuquerque | NM | 10/2022 | 08/2024 |
| Wells Fargo Bank, Na | Albuquerque | NM | 05/2013 | 08/2024 |
| Morgan Stanley | Albuquerque | NM | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-10 |
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