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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_RES | 2026-06-08 |
| CT | RA | APPROVED | 2022-11-14 |
Branch Locations
1 Lafayette Pl [Vh-Rbo], Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Locust Valley | NY | 10/2015 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 11/2022 | Present |
EXECUTOR FOR MOTHER, INV RELATED, OSSINING, NY, START: 08/14/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, OSSINING, NY, START: 05/01/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-18 |
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