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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 | 2026-04-09 |
| SC | RA | APPROVED | 2026-04-09 |
Branch Locations
125 Business Park Drive Suite 100 C [Satellite], Utica, NY 13502 • United States
572 Titus Ave, Rochester, NY 14617 • United States
North Myrtle Beach, SC • 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 | Utica | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Utica | NY | 11/2016 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Harford | NY | 04/2026 | Present |
RENTAL PROPERTY-LAKOTA ; INV RELATED; LONGS,SC; RESIDENTIAL RENTAL PROPERTY;50% OWNERSHIP; START DATE: 10/31/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING; WWHJR LLC ; INV RELATED;NORTH MYRTLE BEACH,SC; FINET;99% OWNERSHIP; START DATE: 01/30/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; STALWORTH WMG LLC; INV RELATED;UTICA,NY; FINET;66.2% OWNERSHIP; START DATE: 01/23/2026; 200 HRS PER MONTH; 200 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-29 |
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