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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| CA | RA | APPROVED | 2023-06-23 |
| NY | RA | APPROVED | 2023-06-23 |
Branch Locations
572 Titus Ave, Rochester, NY 14617 • United States
1583 East Genesee Street [Satellite], Skaneateles, NY 13152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Syracuse | NY | 03/2008 | 12/2016 |
| Janney Montgomery Scott Llc | Skaneateles | NY | 12/2016 | 03/2023 |
| Janney Montgomery Scott Llc | Syracuse | NY | 03/2023 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Skaneateles | NY | 06/2023 | Present |
RENTAL PROPERTY, INV RELATED, SKANEATELES, NY, 100% OWNERSHIP, START 1/1/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, SOLAR PANEL LAND LEASE. NORTHWIND, INV RELATED, SKANEATELES, NY, 100% OWNERSHIP WITH SPOUSE, START 6/1/2000, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, SPOUSE'S FURNITURE MAKING BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-14 |
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