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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED_RES | 2016-02-01 |
| NJ | RA | APPROVED | 2011-02-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Rochester | NY | 02/2011 | Present |
ACE FINANCIAL GROUP, INV RELATED, ROCHESTER, NY, 100% OWNERSHIP WITH SPOUSE, START 2/1/2011, 20 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. GLR FAMILY, LLC, INVT RELATED, PITTSFORD, NY, 100% OWNERSHIP WITH SPOUSE, START 12/3/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, LLC FOR FINET BUILDING. RENTAL PROPERTY, INV RELATED, FAIRPORT, NY, 100% OWNERSHIP WITH SPOUSE, START 3/1/2021, 10 HOURS PER MONTH, ZERO DUIRNG TRADING. EASTSIDE FAMILY PROPERTIES, LLC, INVT RELATED, PITTSFORD, NY, 40% OWNERSHIP, START DATE 3/1/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, PERINTON, NY, 40% OWNERSHIP, START DATE 03/01/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY HELD UNDER LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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