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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED_RES | 2025-08-04 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cleveland | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 08/2025 | Present |
PRINCETON HARRIMAN INSURANCE SOLUTIONS, LLC; INV RELATED; SARASOTA, FL; INSURANCE AGENCY; ADMINISTRATIVE ASSISTANT; START DATE: 09/15/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-17 |
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