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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-28 |
| FL | RA | APPROVED | 2020-06-26 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Orlando | FL | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 06/2020 |
| Morgan Stanley Smith Barney Llc | Orlando | FL | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2020 | Present |
(1) 406694 - Heart of Florida United Way; Investment Related; Orlando, FL; Civic/Community; Advisory Board, Investment Committee; Start February 2020; During business hours: 2; After business hours: 0; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-17 |
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