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375 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-09 |
| TX | RA | APPROVED_RES | 2019-06-21 |
Branch Locations
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 | 09/2017 |
| Milestones Private Investment Advisors Llc | Fairport | NY | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-20 |
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