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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-16 |
| PA | RA | APPROVED | 2025-09-16 |
Branch Locations
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Airforce | Joint Base Andrews | MD | 05/2003 | 11/2024 |
| Ziv Investment Company | Wilmington | DE | 01/2025 | 09/2025 |
| Greene Realty Co., Inc. | Greene | NY | 07/2023 | Present |
| Wells Fargo Advisors Financial Network, Llc | Wilmington | DE | 09/2025 | Present |
GREENE REALITY CO., INC; INV RELATED; GREENE, NY; LAND CONSERVATION, FARMLAND, AND VEHICLE STORAGE;25% OWNERSHIP; START DATE: 07/12/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING; NAUTICAL ADVENTURES, LLC; INV RELATED; GREENE, PA; SAILBOAT FOR CHARTER THROUGH A COMPANY;50% OWNERSHIP; START DATE: 07/24/2020; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY -MATTIE; INV RELATED; DESTIN, FL; RESIDENTIAL;50% OWNERSHIP; START DATE: 03/10/2010; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
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