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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| NY | RA | APPROVED | 2024-05-13 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 05/2021 | 03/2024 |
| Wells Fargo Bank, Na | Phoenix | AZ | 10/2016 | 03/2024 |
| Starbucks Coffee Company | Tucson | AZ | 06/2016 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 04/2024 | Present |
| Bank Of America N.A. | Pittsford | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-20 |
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