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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-09 |
Branch Locations
1010 Stony Hill Rd Ste 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Yardley | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Yardley | PA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SURF CITY, NJ; VACATION HOME RENTED 6-9 WEEKS PER YEAR; 50% OWNERSHIP WITH SPOUSE; START DATE=1993; 0 HRS PER MTH. CO-TRUSTEE FOR FATHER'S TRUST; INVESTMENT RELATED; EWING, NJ; START DATE 3/2009; 2 HRS MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-03 |
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