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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 | 2025-08-29 |
Branch Locations
1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rochester | NY | 04/2012 | 08/2025 |
| Esl Investment Services | Rochester | NY | 04/2012 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Rochester | NY | 08/2025 | Present |
POWER OF ATTORNEY FOR MOM; INV RELATED; ROCHESTER, NY; POA; START DATE: 10/02/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING POWER OF ATTORNEY FOR FATHER; INV RELATED; ROCHESTER, NY; POA; START DATE: 10/02/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | POWER OF ATTORNEY FOR SPOUSE; INV RELATED; ROCHESTER, NY; POA; START DATE: 10/02/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | LIFE SPAN OF ROCHESTER ; INV RELATED; ROCHESTER, NY; SERVICES PROVIDED TO AGING COMMUNITY; FINANCE COMMITTEE; START DATE: 10/02/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | BRONSON BERRIES FAMILY FARM ; NOT INV RELATED; AVON, NY; FAMILY FARM;100% OWNERSHIP; START DATE: 10/02/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | OLDE SILO FARM-BERRIES LLC ; INV RELATED;CONESUS,NY; FARM/AGRICULTURE ;50% OWNERSHIP; START DATE: 7/23/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-24 |
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