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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
2902 Traylor Boulevard Suite 100, Rockport, TX 78382 • United States
802 N. Carancahua Suite 1120, Corpus Christi, TX 78401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Fort Worth | TX | 07/2016 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 05/2018 | 09/2021 |
| Wells Fargo Bank, Na | Fort Worth | TX | 07/2016 | Present |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 09/2021 | Present |
| Morgan Stanley | Corpus Christi | TX | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-20 |
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