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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-14 |
| FL | RA | APPROVED | 2022-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Yorktown Heights | NY | 07/2015 | 01/2018 |
| Wells Fargo Advisors, Llc | Yorktown Heights | NY | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Yorktown Heights | NY | 11/2016 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 11/2020 | 11/2021 |
| Wells Fargo | Ossining | NY | 01/2018 | 10/2019 |
| Wells Fargo | Yonkers | NY | 10/2019 | 11/2020 |
| Wells Fargo Bank, Na | Stamford | CT | 11/2021 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Stamford | CT | 11/2021 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 03/2022 | Present |
| Anytime Fitness Of Somers | Peekskill | NY | 08/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-20 |
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