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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 | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Jamestown | NY | 03/2016 | 03/2026 |
| Private Advisor Group, Llc | Jamestown | NY | 03/2016 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Jamestown | NY | 03/2026 | Present |
BOHALL OPPORTUNITY LLC; INV RELATED;JAMESTOWN,NY; MERCHANT TIER 1 AGREEMENT;90% OWNERSHIP; START DATE: 03/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-15 |
| S66 | Uniform Combined State Law Examination | 2001-08-29 |
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