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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 | 2023-08-29 |
| TX | RA | APPROVED | 2023-08-29 |
Branch Locations
5789 Widewaters Parkway Fl 1 [Office Of Convenience], Dewitt, NY 14221 • United States
11 Broadway Suite 1160 [Office Of Convenience], New York, NY 10004 • United States
6779 Main Street [Satellite], Williamsville, NY 14221 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wiliamsville | NY | 05/2015 | 01/2022 |
| Raymond James Financial Services, Inc. | Williamsville | NY | 01/2022 | 08/2023 |
| Bailey Financial Group | Williamsville | NY | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Williamsville | NY | 01/2022 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 08/2023 | Present |
PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.| BWCM LLC; NOT INV RELATED; BUFFALO, NY; AUTHORIZED PERSON/WELLS FARGO CO-WORKER; START DATE 01/15/2025; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING. NOTIFY PAYROLL OF EMPLOYEE CONTRIBUTIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-27 |
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