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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 |
Branch Locations
2430 N Triphammer Rd Ste A, Ithaca, NY 14850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ithaca | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ithaca | NY | 11/2016 | Present |
SCIENCENTER; INVESTMENT RELATED; ITHACA,NY; INVESTMENT ADVISORY COMMITTEE MEMBER; START DATE 10/25/2014; NUMBER OF HOURS PER MONTH .25; NUMBER OF HOURS DURING TRADING .25; ATTENDING MEETINGS TO DISCUSS GENERAL TOPICS AND ISSUES SUCH AS ASSET ALLOCATION METHODOLOGY AND GOAL SETTING CONTEXT. SCIENCENTER, NOT INV RELATED, ITHACA, NY, FINANCE COMMITTEE MEMBER, START 10/15/24, 2 HRS PER YEAR, 2 HRS DURING TRADING, PROVIDE GUIDANCE TO ADHERE TO MUSEUMS INVESTMENT GUIDELINES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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