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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 | 2021-07-10 |
Branch Locations
1640 Penfield Rd Ste 100, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Pittsford | NY | 11/2016 | 05/2021 |
| Wells Fargo Advisors Financial Network, Llc | Rochester | NY | 05/2021 | Present |
| Wells Fargo Advisors Llc | Pittsford | NY | 05/2009 | 11/2016 |
TODD M. GUNTHER, INC ., INVT RELATED, FAIRPORT, NY, 100% OWNERSHIP, START DATE 6/1/2021, 160 HRS PER MONTH, 8 HRS DURING TRADING, S CORP FOR FINET PRACTICE.; TRUSTEE FOR TODD M GUNTHER INC. 401K, INV RELATED, FAIRPORT, NY, START: 11/1/2021, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. CORNERSTONE WEALTH MANAGEMENT ; NOT INV RELATED; ROCHESTER, NY; FINET PRACTISE ;21.5% OWNERSHIP; START DATE: 01/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-05-08 |
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