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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2023-10-31 |
Branch Locations
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214-3500 • United States
Cazenovia, NY • 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 | 10/2023 |
| Rbc Capital Markets, Llc | Syracuse | NY | 10/2023 | Present |
JAMESVILLE-DEWITT CENTRAL SCHOOL DISTRICT BOARD OF EDUCATION; NOT INV. RELATED; FAYETTEVILLE, NY; BOARD MEMBER; START DATE: 7/1/2021; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, SET GOALS AND OBJECTIVE FOR THE SCHOOL SYSTEM, ETC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-14 |
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