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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 |
| TX | RA | APPROVED_RES | 2019-05-13 |
Branch Locations
1640 Penfield Rd Ste 100, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
CAROL RAMSDELL INC, INV RELATED, ROCHESTER, NY, 100% OWNERSHIP, START: 4/2/2019, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE. CORNERSTONE WEALTH MANAGEMENT, INV RELATED, ROCHESTER, NY, 6.5% OWNERSHIP, START: 5/13/2019, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE. NOTARY PUBLIC, NOT INVT RELATED, ROCHESTER, NY, NOTARY, START DATE 7/8/2019, 1 HR PER MONTH, 1 HR DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-19 |
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