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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2021-06-10 |
| NY | RA | APPROVED | 2021-06-01 |
| TX | RA | APPROVED_RES | 2021-06-01 |
Branch Locations
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214-3500 • United States
80 Linden Oaks Suite 220, Rochester, NY 14625-2809 • United States
Syracuse, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cleveland | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | 06/2021 |
| Rbc Capital Markets, Llc | Syracuse | NY | 06/2021 | Present |
(1) NAME OF ENTITY: Manlius Pebble Hill School ADDRESS: 5300 Jamesville Road, Syracuse, New York 13214 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Sep 01, 2025 CAPACITY: Committee/Council Member, Board of Directors DUTIES: Board of Trustees and participant of the finance committee HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 (2) NAME OF ENTITY: Tillies Touch ADDRESS: 211 Catawba Street, Syracuse, New York 13208 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Nov 07, 2024 CAPACITY: Officer, Board of Directors DUTIES: Join the board of directors. On 5.11.26, I was asked to be the Vice President of the board HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-15 |
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