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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 | 2025-06-11 |
| PA | RA | APPROVED | 2012-05-09 |
Branch Locations
1140 N Bethlehem Pike, Spring House, PA 19477 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Plymouth Meeting | PA | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 11/2016 | Present |
RENTAL PROPERTY - 169; INV RELATED;PANAMA CITY BEACH,FL; RENTAL;50% OWNERSHIP; START DATE: 05/03/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING; DEEPWATER SERVICES LLC ; INV RELATED;ST PETERSBURG,FL; RENTAL;50% OWNERSHIP; START DATE: 05/03/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-11 |
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