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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 | 2023-04-28 |
Branch Locations
1640 Penfield Rd Ste 100, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Rochester | NY | 12/2022 | Present |
| Mengel Metzger Barr & Co., Llp | Rochester | NY | 05/2018 | 12/2022 |
| Wells Fargo Advisors | Pittsford | NY | 12/2014 | 05/2018 |
CERTIFIED OUBLIC ACCOUNTANT; NOT INV RELATED; ROCHESTER, NY; CPA; START 10/12/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; MAINTAIN LICENSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-20 |
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