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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 | 2023-04-26 |
| TX | RA | APPROVED | 2023-04-26 |
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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Rochester | NY | 03/2015 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 04/2023 | Present |
1.PERRONE PROPERTY PARTNERS LLC; INV. RELATED; VICTOR, NY; CO-OWNER; REAL ESTATE INVESTING; START DATE 1/2021; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES MANAGER. 2.BENCHMARK PROPERTIES LLC; INV. RELATED; 25% OWNERSHIP; REAL ES TATE INVESTING, RENOVATE PROPERTIES, RENTALS; START DATE 4/2023; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES MANAGER. 3.RENTAL PROPERTY; INV. RELATED; CANANDAIGUA, NY; CO-OWNER; START DATE 1/2021; 4 HRS PER MONTH; 0 HRS DURING TRADING; MANAGER. 4.RENTAL PROPERTY; INV. RELATED; FARMINGTON, NY; 25% OWNERSHIP; START DATE 1/2021; 5 HRS PER MONTH; 0 HRS DURING TRADING; MANAGER. 5.NAZARETH UNIVERSITY; NOT INV. RELATED; ROCHESTER, NY; BOARD OF TRUSTEES; START DATE 4/1/2023; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES RESPONSIBILITIES FOR ENSURING FINANCIAL HEALTH AND WELFARE FOR COLLEGE, SETTING STRATEGIC DIRECTION, AUDIT AND ADVANCEMENT COMMITTEE. 6. RENTAL PROPERTY; INV. RELATED; VICTOR, NY; 25% OWNERSHIP; 8/15/2023; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: CO-OWNER / MANAGER. 7. RENTAL PROPERTY; INV. RELATED; FAIRPORT, NY; 25% OWNERSHIP; 6/3/2024; 1 HR PER MONTH; 0 HRS DURING TRADING. 8. RENTAL PROPERTY - 5287 EMERSON RD;INV RELATED; CANANDAIGUA TOWN,NY; RENTAL;25% OWNERSHIP; START DATE: 07/31/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - BRUNSWICK ; INV RELATED; ROCHESTER, NY; RENT;25% OWNERSHIP; START DATE: 11/14/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| 55 BRUNSWICK STREET LLC ; INV RELATED; VICTOR,NY; REAL ESTATE INVESTING;25% OWNERSHIP; START DATE: 11/24/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | NAZARETH UNIVERSITY ; INV RELATED; ROCHESTER,NY; ADVANCEMENT COMMITTEE MEMBER; START DATE: 02/24/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; POWER OF ATTORNEY FOR FATHER; INV RELATED;NEW YORK,NY; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 02/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; | BENCHMARK HOLDINGS GROUP, LLC; INV RELATED; VICTOR, NY; 25% OWNER; 05/01/2026; 5 HOURS PER MONTH; 0 DURING TRADING; REAL ESTATE LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-19 |
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