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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-11 |
| MI | RA | APPROVED | 2022-06-09 |
| NY | RA | APPROVED | 2021-07-27 |
| CT | RA | APPROVED | 2019-07-12 |
Branch Locations
277 Alexander St Ste 205, Rochester, NY 14607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Rochester | NY | 03/2007 | 07/2019 |
| Bank Of America,Na | Pittsford | NY | 11/2009 | 07/2019 |
| Wells Fargo Advisors Financial Network, Llc | Rochester | NY | 07/2019 | Present |
IVES PARK INVESTMENTS, LLC, INVT RELATED, ROCHESTER, NY, 100% OWNERSHIP, START DATE 7/12/2019, 40 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INVT RELATED, THOUSAND ISLAND PARK, NY, 100% OWNERSHIP WITH SPOUSE, START DATE 1/28/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.; TRUSTEE FOR IVES PARK INVESTMENTS 401K, INV RELATED, ROCHESTER, NY, START: 8/1/2019, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. AQUINAS INSTITUTE, NOT INV RELATED, ROCHESTER, NY, BASKETBALL COACH, START 12/5/2023, 40 HOURS PER MONTH, ZERO HOURS DURING TRADING, COACHING BOYS BASKETBALL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-05 |
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