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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED_RES | 2022-09-21 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
Trumbull, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westport | CT | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 11/2016 | 09/2022 |
| Morgan Stanley | Westport | CT | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-30 |
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