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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED | 2025-12-24 |
Branch Locations
3700 Embassy Parkway Suite 340, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 09/2020 |
| Wells Fargo Advisors Financial Network, Llc | Akron | OH | 09/2020 | 09/2025 |
| Morgan Stanley | Akron | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-17 |
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