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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| TN | RA | APPROVED | 2024-04-03 |
| NY | RA | APPROVED | 2022-04-29 |
Branch Locations
1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534 • United States
5005 Maryland Way Ste 125, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Pittsford | NY | 07/2011 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Pittsford | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-31 |
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