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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-17 |
Branch Locations
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214-3500 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc/Wells Fargo Advisors Inc. | Syracuse | NY | 03/2014 | 01/2020 |
| Massmutual | Syracuse | NY | 02/2020 | 10/2020 |
| Mmlisi | Syracuse | NY | 02/2020 | 10/2020 |
| Cadaret, Grant & Co., Inc. | Rochester | NY | 10/2020 | 06/2021 |
| Wells Fargo Clearing Services, Llc. | Syracuse | NY | 06/2021 | 10/2024 |
| Rbc Capital Marketas, Llc | Rochester | NY | 10/2024 | Present |
1) YMCA, NOT INV REL, BALDWINSVILLE, NY, FITNESS INSTRUCTOR, START 9/13/2019, 40 HOURS PER MONTH, ZERO HOURS DURING TRADING, TEACHING WATER AEROBICS. 2) NOTARY PUBLIC, STATE OF NEW YORK, START 7/27/2023, .5 HOURS PER MONTH, ZERO HOURS DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-01 |
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