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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 |
| TX | RA | APPROVED | 2019-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Utica | NY | 03/2008 | Present |
| Bank Of America, N.A. | Utica | NY | 07/2011 | Present |
| Wells Fargo Clearing Services Llc | New Hartford | NY | 04/2019 | Present |
SYRACUSE PROFESSIONAL SPORTS LLC; NOT INV RELATED: 25% OWNERSHIP; START 4/23/19; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; SILENT PARTNER. UTICA CITY FC, LLC; NOT INVESTMENT RELATED; 12.5% OWNERSHIP; START 4/23/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; SILENT PARTNER. CAR WASH; NOT INV RELATED; WESTMORELAND ,NY;100% OWNERSHIP; START DATE: 01/21/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 1404; INV RELATED;FORT LAUDERDALE,FL; INVESTMENT PROPERTY;100% OWNERSHIP; START DATE: 06/24/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-02 |
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