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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 | 2021-07-22 |
| WA | RA | APPROVED | 2020-05-13 |
| OH | RA | APPROVED | 2010-10-13 |
| NJ | RA | APPROVED | 2005-03-16 |
Branch Locations
500 Plum St Bridgewater Place, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
CENTER STREET INVESTMENT CLUB, EAST SYRACUSE, NY, MEMBER OF INVESTMENT CLUB, INVESTMENT RELATED,TIME DEVOTED 1.5 HRS/MTH DURING SECURITIES HOURS,START 7/2000. POWER OF ATTORNEY FOR SON, INV RELATED, SYRACUSE, NY, START 12/20/2006, ZERO HOURS PER MONTH, ZERO DURING TRADING. VFW, NOT INV RELATED, SYRACUSE, NY, BARTENDER AND EVENT COORDINATOR, START 11/1/2021, 12 HOURS PER MONTH, ZERO HOURS DURING TRADING, CLEANING, SERVING MEALS, AND BINGO.; CO-EXECUTOR FOR MOTHER, INV RELATED, EAST SYRACUSE, NY, START: 1/16/2023, 1 HR/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR COUSIN, INV RELATED, NORTH SYRACUSE, NY, START: 12/21/2022, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-16 |
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