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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 | 2024-05-31 |
Branch Locations
6779 Main Street [Satellite], Williamsville, NY 14221 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bailey Financial Group | Williamsville | NY | 04/2016 | 08/2023 |
| Suny University At Buffalo | Buffalo | NY | 08/2015 | 12/2020 |
| Raymond James Financial Services, Inc. | Williamsville | NY | 01/2022 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Williamsville | NY | 08/2023 | Present |
Bailey Financial Group Not investment related Williamsville, NY DBA/Support Company Registered Associate 1/2022 0 hrs per month, 0 during trading hrs. Support Staff PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HOURS PER MONTH; 8 DURING TRADING; INSURANCE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
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