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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-23 |
| UT | RA | APPROVED | 2025-01-23 |
Branch Locations
200 West Civic Center Drive, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Spanish Fork | UT | 04/2015 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Spanish Fork | UT | 11/2016 | 01/2025 |
| Morgan Stanley | Sandy | UT | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-28 |
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