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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 | 2021-07-27 |
| NJ | RA | APPROVED | 2019-06-06 |
| TX | RA | APPROVED_RES | 2019-05-13 |
Branch Locations
1640 Penfield Rd Ste 100, Rochester, NY 14625 • United States
Livonia, NY • 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 | Pittsford | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsford | NY | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Rochester | NY | 05/2019 | Present |
SUN SQUARED PROPERTIES, LLC; INV. RELATED; ROCHESTER, NY; 50% OWNERSHIP; REAL ESTATE OWNERSHIP; START 1/2019; 5 HRS PER MONTH; 1 HRS DURING TRADING; DUTIES: CO-OWNER OF BUILDING PURCHASING FOR FINET PRACTICE. MARC JOHNSON INC, INV RELATED, ROCHESTER, NY, 100% OWNERSHIP, START 3/25/2019, 1 HR PER MONTH, 1 H DURING TRADING, FINET PRACTICE. CORNERSTONE WEALTH MANAGEMENT, INV RELATED, ROCHESTER, NY, 47.5% OWNERSHIP, START 5/20/2019, 150 HR PER MONTH, 150 HR DURING TRADING, FINET PRACTICE COMMERCIAL RENTAL PROPERTY, INV RELATED, PITTSFORD, NY, 100% OWNERSHIP, START 1/1/2012, 5 HOURS PER MONTH, ZERO DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-07 |
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