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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-05 |
| OH | RA | APPROVED | 2020-08-25 |
Branch Locations
3635 Boardman Canfield Road, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Canfield | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Canfield | OH | 11/2016 | 08/2020 |
| Morgan Stanley Smith Barney Llc | Canfield | OH | 08/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-18 |
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