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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 | 2024-02-05 |
| NY | RA | APPROVED | 2021-07-27 |
Branch Locations
500 Plum St Bridgewater Place, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Syracuse | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Syracuse | NY | 11/2016 | Present |
NOTARY PUBLIC, NOT INV RELATED, STATE OF NY, START 2/6/2006, 1 HOUR PER MONTH, ZERO DURING TRADING. TRUSTEE FOR PATENTS TRUST, INV RELATED, SYRACUSE, NY, START 4/25/2005, 1 HR/MONTH, NOT SECURITIES HRS. ESTATE OF JOSEPH V PAONE; INV RELATED;SYRACUSE,NY; TO SETTLE HER BROTHER'S ESTATE AND MANAGE HIS POSTHUMOUS AFFAIRS.; ADMINISTRATOR; START DATE: 07/13/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-30 |
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