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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 | 2015-02-17 |
| NJ | RA | APPROVED | 2008-01-01 |
Branch Locations
1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pittsford | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsford | NY | 11/2016 | Present |
ROCHESTER ROTARY, INV RELATED, ROCHESTER, NY, INVESTMENT COMMITTEE MEMBER, START 3/1/2017, 2 HOURS PER MONTH, ZERO DURING TRADING. MARY CARIOLA CHILDREN'S CENTER; INVESTMENT RELATED; ROCHESTER,NY; FINANCE COMMITTEE MEMBER; START DATE 01/01/2016; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO REVIEW BUDGETS SET FORTH BY NYS EDUCATION DEPT. OPWDD/MEDICAID OUT OF NYS. TWICE PER YEAR WE REVIEW PENSION ACCOUNT AND OUTSIDE CASH HOLDINGS. 5090 HARTSON POINT LLC, INV RELATED, LIVONIA, NY, 25% OWNERSHIP, START 10/14/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, FAMILY COTTAGE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-11 |
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