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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED_RES | 2024-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palo Alto | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Palo Alto | CA | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
(1) RESIDENTIAL RENTAL PROPERTY / NON-INVESTMENT RELATED / WALNUT CREEK, CA / PROPERTY HELD BY CORLEY FAMILY LIVING TRUST, BEGAN 1986. (2) TRUSTEE FOR FATHER'S TRUST / INVESTMENT RELATED / WOODSIDE, CA / START 23-MAY-2019 / 1 HOUR DEVOTED PER MONTH / 0 DURING TRADING HOURS. *613720 - Charter Oak Circle Rental; Investment related: Yes; Woodside, California; Rental Property; Trustee(proprietor, partner, officer, director, employee, trustee, agent); 1/1985; During business hours: 0.5; After business hours: 0.5; Property Management *613073 - Phi Kappa Sigma Fraternity; Investment related: No; Berkeley, California; Education; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 1; After business hours: 0; Attend annual meeting *707892- Cornwall Court; Investment related: Yes; Walnut Creek, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 1; owner of the property being rented to my mother
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-13 |
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