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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-06 |
| GA | RA | APPROVED | 2023-11-27 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Marietta | GA | 10/2016 | 11/2016 |
| Wells Fargo Bank Na | Marietta | GA | 05/2010 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Marietta | GA | 11/2016 | 11/2023 |
| Morgan Stanley | Alpharetta | GA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-30 |
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