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Pittsford, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Rochester | NY | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 11/2016 | 08/2020 |
| Lpl Financial | Fairport | NY | 08/2020 | 10/2021 |
| Generation Capital Management Llc | Pittsford | NY | 10/2021 | 02/2026 |
| St. John Fisher University | Rochester | NY | 01/2022 | 12/2025 |
| Hamewith Wealth, Llc | Pittsford | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-30 |
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