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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 | 2025-09-09 |
Branch Locations
1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | Boston | MA | 04/2015 | 03/2017 |
| 55Ip | Boston | MA | 01/2018 | 12/2019 |
| Unemployed | Unemployed | MA | 04/2017 | 12/2017 |
| Finmason | Boston | MA | 03/2020 | 12/2021 |
| Lpl Financial | San Diego | CA | 12/2021 | 05/2025 |
| Wells Fargo Clearing Services | Pittsford | NY | 06/2025 | Present |
RENTAL PROPERTY; INV RELATED; BOSTON, MA & PENN YAN, NY; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY RENTAL PROPERTY - E BLUFF; INV RELATED; PENN YAN, NY; RENTAL;100% OWNERSHIP; START DATE: 10/31/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-22 |
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