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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-10 |
| OH | RA | APPROVED | 2020-07-15 |
Branch Locations
40 Park Avenue West, Mansfield, OH 44902-1603 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mansfield | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mansfield | OH | 11/2016 | 07/2020 |
| Janney Montgomery Scott Llc | Mansfield | OH | 07/2020 | Present |
I am Trustee of the Wilson Charitable Remainder Trust, My sister Caroline L Wilson was grantor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-19 |
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