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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-13 |
| TX | RA | APPROVED | 2021-09-10 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Orlando | FL | 10/2016 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 04/2018 | 09/2021 |
| Suntrust Bank | Orlando | FL | 06/2016 | 10/2016 |
| Morgan Stanley | Orlando | FL | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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