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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-05-26 |
| TX | RA | APPROVED | 2023-05-26 |
Branch Locations
410 Severn Avenue Suite 211, Annapolis, MD 21403 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbia | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | MD | 11/2016 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Annapolis | MD | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-10 |
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