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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
| NY | RA | APPROVED | 2021-10-30 |
Branch Locations
8207 Main Street Ste 6, Williamsville, NY 14221 • United States
Cape Coral, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Williamsville | NY | 05/2015 | Present |
KO WEALTH MANAGEMENT LLC, INV RELATED, WILLIAMSVILLE, NY, 100% OWNERSHIP, START 11/1/2020, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-12 |
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