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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-03 |
| CA | RA | APPROVED | 2025-09-25 |
Branch Locations
400 Capitol Mall Suite 1900, Sacramento, CA 95814 • 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 | Folsom | CA | 11/2022 | 07/2025 |
| Wells Fargo Bank, Na | Folsom | CA | 08/2019 | 07/2025 |
| Law Offices Of Robin C. Bevier | Gold River | CA | 01/2011 | 01/2017 |
| Wild Goose Tavern | Costa Mesa | CA | 01/2017 | 08/2019 |
| Morgan Stanley | Sacramento | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-22 |
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