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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-12 |
| CA | RA | APPROVED | 2022-06-27 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Chula Vista | CA | 12/2009 | 06/2022 |
| Wells Fargo Clearing Services Llc | Chula Vista | CA | 06/2017 | 06/2022 |
| Morgan Stanley Smith Barney Llc | San Diego | CA | 06/2022 | Present |
*508479 : Rental Property ; Investment related : Yes ; Chula Vista ; California ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 5 ; Owner of Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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