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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 | 2026-02-06 |
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2007-10-10 |
Branch Locations
1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534 • United States
Canandaigua, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Rochester | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 11/2016 | Present |
HABITAT FOR HUMANITY, NOT INV RELATED, ROCHESTER, NY, FINANCE COMMITTEE, START: 7/1/2000, 3 HOURS PER MONTH/0 DURING TRADING, DUTIES: MONITOR AND REVIEW FINANCIALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-01 |
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