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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-29 |
Branch Locations
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214-3500 • United States
Clay, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Syracuse | NY | 09/2017 | 02/2024 |
| Edward Jones Investments | Dewitt/Liverpool | NY | 04/2010 | 09/2017 |
| Rbc Capital Markets, Llc | Syracuse | NY | 02/2024 | Present |
(1) POWER OF ATTORNEY FOR SPOUSE, INV RELATED, CLAY, NY, START DATE: 11/28/2018, 10 HRS/MONTH, 0 HRS DURING TRADING. (2) NOTARY PUBLIC, NOT INVT RELATED, CLAY, NY, NOTARY, Capacity; Independent Contractor/Consultant/START DATE 9/7/2017, 2HR PER MONTH, 0 HRS DURING TRADING, Notarize documents for family and friends. Activity will not occur in RBC branch. (3) UTANO EVENT & WEDDING PLANNING; NOT INV. RELATED; CICERO, NY; EVENT COORDINATING ASSISTANT; START DATE 10/2022; 6 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ASSISTING EVENT PLANNER WITH SET UP, REHEARSALS, COORDINATION OF EVENTS AND WEDDINGS.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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