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Kiri Ramsey

Wells Fargo Clearing Services, LLC

Pittsford, NY

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Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-16
NY RA APPROVED 2022-07-13
  • TX RA
    APPROVED
    Since 2023-11-16
  • NY RA
    APPROVED
    Since 2022-07-13

Branch Locations

1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534 • 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
Wells Fargo Clearing Services, Llc Rochester NY 05/2021 Present
Efpr Group, Llp Rochester NY 01/2021 04/2021
Salvatore's Old Fashioned Pizzeria Spencerport NY 06/2019 08/2020
Suny College At Brockport Brockport NY 09/2016 05/2019
Unemployed N/A XX 08/2020 12/2020
School Spencerport NY 01/2011 05/2019
  • 05/2021 → Present
    Wells Fargo Clearing Services, Llc
    Rochester, NY
  • 01/2021 → 04/2021
    Efpr Group, Llp
    Rochester, NY
  • 06/2019 → 08/2020
    Salvatore's Old Fashioned Pizzeria
    Spencerport, NY
  • 09/2016 → 05/2019
    Suny College At Brockport
    Brockport, NY
  • 08/2020 → 12/2020
    Unemployed
    N/A, XX
  • 01/2011 → 05/2019
    School
    Spencerport, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-25
  • S66 Uniform Combined State Law Examination
    2022-06-25

View on SEC IAPD

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Other Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

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