Lawrence David Borger

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Berwyn, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Berwyn, PA

Other Businesses

TRUSTEE FOR NIECE'S TRUST; INV RELATED; MALVERN, PA; START 4/10/2000; 0 HOURS PER MONTH, 0 DURING TRADING. TRUSTEE FOR NEPHEW'S TRUST; INV RELATED; MALVERN, PA; START 4/10/2000; 0 HOURS PER MONTH, 0 DURING TRADING. TRUSTEE FOR NEPHEW'S TRUST; INV RELATED; START 1/22/2014; 0 HOURS PER MONTH, 0 DURING TRADING. TRUSTEE FOR FATHER; INV RELATED; BERWYN, PA; START 8/14/2018; 1 HR/MO; 0 DURING TRADING. SNOWEAGLE LLC, INV RELATED, MALVERN, PA, 100% OWNERSHIP WITH SPOUSE, START 11/12/2020, 4 HOURS PER MONTH, ZERO DURING TRADING, TO HOLD REAL ESTATE. RENTAL PROPERTY, INV RELATED, MALVERN, PA, 100% OWNERSHIP WITH SPOUSE, START 2/1/2021, 4 HOURS PER MONTH, ZERO DURING TRADING, RENTAL MANAGER. RENTAL PROPERTY, INV RELATED, PARK CITY, UT, 100% OWNERSHIP WITH SPOUSE, START 11/30/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTAL MANAGER. RENTAL PROPERTY, INV RELATED, PARK CITY, UT, 100% OWNERSHIP WITH SPOUSE, START 11/30/2020, 2 HOURS PER MONTH, ZERO DURING TRADING, RENTAL COORDINATOR.; TRUSTEE FOR MOTHER, INV RELATED, MALVERN, PA, START: 9/13/2021, 4 HRS/MONTH, 0 HRS DURING TRADING.; EXECUTOR FOR MOTHER, INV RELATED, MALVERN, PA, START: 10/27/2021, 5 HRS/MONTH, 0 HRS DURING TRADING. SNOWFALCON LLC, INV RELATED, PARK CITY, UT, 100% OWNERSHIP WITH SPOUSE, START 11/1/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. SNOWDEER LLC; INV RELATED; PARK CITY; UT; 50% OWNERSHIP WITH SPOUSE; START 11/07/2023; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; HOLDS RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-23
• S63 Uniform Securities Agent State Law Examination
  1992-03-23