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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-10-17 |
| TX | RA | APPROVED | 2022-10-17 |
| VA | RA | APPROVED | 2022-10-17 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 10/2022 |
| Morgan Stanley | Washington | DC | 10/2022 | Present |
*585511 - CASSIE STUTSMAN; Investment Related: Yes; SPRINGFIELD, Virginia; Personal Training; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 10; CUSTOMIZING WORK OUT PLANS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
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