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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2023-11-22 |
| NY | RA | APPROVED | 2021-07-27 |
| TN | RA | APPROVED | 2019-11-19 |
| FL | RA | APPROVED | 2013-01-07 |
| TX | RA | APPROVED_RES | 2011-12-07 |
Branch Locations
500 Plum St Bridgewater Place, Syracuse, NY 13204 • United States
203 Broyles Dr Ste 200, Johnson City, TN 37601 • United States
Manlius, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Syracuse | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Syracuse | NY | 11/2016 | Present |
RENTAL PROPERTY, INVESTMENT RELATED, SKANEATELES, NY, 100% OWNER, BEGAN 2013, 1 - 2 HOURS / MONTH, NOT DURING BUSINESS HOURS. VIKING SMART SLOT, NOT INVT RELATED, MANILUS, NY, 50% OWNERSHIP, START DATE 12/1/2019, 10 HRS PER MONTH, 0 HRS DURING TRADING, COLABORATOR/DELEGATOR. RENTAL PROPERTY VIA AIRBNB, INVT RELATED, MANILUS, NY, 100% OWNERSHIP, START DATE 6/11/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-08 |
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