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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 | 2026-04-06 |
Branch Locations
400 Meridian Centre Blvd, Rochester, NY 14618 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-10 |
Branch Locations
400 Meridian Centre Blvd Ste 210, Rochester, NY 14618 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
Geneseo, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rochester | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 11/2016 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 05/2023 | Present |
| Wells Fargo Advisors Financial Network | Rochester | NY | 04/2026 | Present |
NORWEX, NOT INVT RELATED, COPPELL, TX, INDEPENDENT CONSULTANT, START DATE 1/4/2021, 20 HRS PER MONTH, 0 HRS DURING TRADING, SELLING PRODUCTS. RENTAL PROPERTY, INVT RELATED, AVON, NEW YORK, 100% OWNERSHIP, START DATE 8/9/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-09 |
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