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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2025-05-08 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Richmond | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Richmond | VA | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
(1) *640943 - Virginia Tech Alumni Asscioation; Investment related: No; Blacksburg, Virginia; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 4; The board members act as ambassadors, propmoters and, liasians between the alumni, prospective students, the Univsrsity and the community-at-large (2) C-VIEW LLC / INVESTMENT RELATED / DELTAVILLE, VA / 50% OWNERSHIP WITH SPOUSE / START 12-JUNE-2024 / 1 HOUR DEVOTED MONTHLY / 0 DURING TRADING / LLC TO HOLD FAMILY OWNED VACATION HOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-27 |
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