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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 | 2017-07-18 |
Branch Locations
One Fayette St Ste 200 Two Tower Bridge, Conshohocken, PA 19428 • United States
1 disclosure category 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 | Conshohocken | PA | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | Present |
TRUSTEE FOR SON'S TRUST; INV. RELATED; CONSHOHOCKEN, PA; START DATE 12/24/2015; 2 HRS PER MONTH; 2 HRS DURING TRADING. TRUSTEE FOR DAUGHTER'S TRUST; INV. RELATED; CONSHOHOCKEN, PA; START DATE 12/24/2015; 2 HRS PER MONTH; 2 HRS DURING TRADING. TRUSTEE FOR DAUGHTER'S TRUST; INV. RELATED; CONSHOHOCKEN, PA; START DATE 12/24/2015; 2 HRS PER MONTH; 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-06-03 |
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