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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-27 |
| TX | RA | APPROVED_RES | 2022-10-14 |
| NY | RA | APPROVED | 2022-09-27 |
Branch Locations
6245 Sheridan Dr, Williamsville, NY 14221 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rochester | NY | 01/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 11/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-07 |
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