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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-22
  • NY RA
    APPROVED
    Since 2026-07-22

Branch Locations

572 Titus Ave, Rochester, NY 14617 • United States

386 Park Avenue South Ste 1922 & 1924 18Th Floor [Satellite], New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. New York NY 04/2015 07/2026
Wells Fargo Advisors Financial Network, Llc New York NY 07/2026 Present
Previous Registrations
Other Businesses

MURRAY STREET WEALTH ADVISORS LLC; INV RELATED;NEW YORK,NY; REQUIRED TO OPERATE WFA FINET BUSINESS.;20% OWNERSHIP; START DATE: 7/22/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-18
S63 Uniform Securities Agent State Law Examination 2005-02-04
  • S65 Uniform Investment Adviser Law Examination
    2008-09-18
  • S63 Uniform Securities Agent State Law Examination
    2005-02-04
Other Names
  • Jon Charles Vallaro

View on SEC IAPD

Other Firms

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