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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 | 2026-04-09 |
Branch Locations
125 Business Park Drive Suite 100 C [Satellite], Utica, NY 13502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Syracuse | NY | 07/2016 | 06/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 06/2018 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Harford | NY | 04/2026 | Present |
JRDENNY LLC ; INV RELATED; SYRACUSE, NY; LLC;100% OWNERSHIP; START DATE: 10/28/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;| STALWORTH WMG LLC 17.3%; INV RELATED;UTICA,NY; FINET;17.3% OWNERSHIP; START DATE: 01/23/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
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