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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
| NY | RA | APPROVED | 2021-04-06 |
| NJ | RA | APPROVED | 2020-12-22 |
| VA | RA | APPROVED | 2018-08-31 |
Branch Locations
5784 Widewaters Parkway Suite 2, Syracuse, NY 13214 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | De Witt | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | De Witt | NY | 11/2016 | 08/2018 |
| Janney Montgomery Scott Llc | Syracuse | NY | 08/2018 | Present |
Liverpool Turkey Trot LLC, Liverpool, NY. Charitable organization that organizes a 5K race on Thanksgiving Day morning each year. Board member (04/2024) - attend scheduled meetings. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-21 |
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