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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-09 |
| NY | RA | APPROVED | 2026-04-09 |
Branch Locations
572 Titus Ave, Rochester, NY 14617 • United States
125 Business Park Drive Suite 100 C [Satellite], Utica, NY 13502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New Hartford | NY | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New Hartford | NY | 11/2016 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Harford | NY | 04/2026 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; MINNEAPOLIS, MN; START: 2/3/17; 0 HR/MO; 0 DURING TRADING. NRL LLC ; INV RELATED; WHITESBORO,NY; FINET;100% OWNERSHIP; START DATE: 01/12/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; STALWORTH WMG LLC ; INV RELATED;UTICA,NY; FINET;16.5% OWNERSHIP; START DATE: 01/23/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-26 |
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