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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-08-17 |
Branch Locations
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • 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 | Summit | NJ | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 05/2026 |
| Morgan Stanley | Short Hills | NJ | 06/2026 | Present |
*699849- VTM Field Services; Investment related No; Howell, New Jersey; Field Service; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 15; Deliver letters to people who are behind on their payments for either homes (mortgages) or vehicles (lease). Pictures of collateral also required
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-13 |
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