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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 | 2025-12-04 |
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2015-10-26 |
Branch Locations
37 Henry St Ste 201, Saratoga Springs, NY 12866 • United States
Saratoga Springs, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Albany | NY | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Albany | NY | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, SARATOGA SPRINGS, NY, 100% OWNERSHIP, START 7/20/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES. WILDERNESS LANDS LLC, NOT INV RELATED, QUEENSBURY, NY, 20% OWNERSHIP, START 6/20/2018, 10 HOURS PER MONTH, ZERO DURING TRADING, FOREST MANAGEMENT AND PRESERVATION. LOGGING, PLANTING FERTILIZING SEEDING AND MAINTAINING ACCESS ROADS AND TRAILS. DOUBLE H ADAPTIVE WINTER SPORTS, NOT INVT RELATED, LAKE LUZERNE, NY, VOLUNTEER SKI INSTRUCTOR, START DATE 1/20/2020, 16 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING CHILDREN WITH DISABILITIES HOW TO SKI/SNOWBOARD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-26 |
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