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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-05-18 |
| NJ | RA | APPROVED | 2021-05-11 |
| TX | RA | APPROVED_RES | 2020-03-16 |
| PA | RA | APPROVED | 2020-03-04 |
Branch Locations
7 Roszel Rd, Princeton, NJ 08540 • United States
2951 Centerville Rd, Wilmington, DE 19808 • United States
55 Kings Hwy, Dover, DE 19901 • United States
18949 Coastal Hwy, Rehoboth Beach, DE 19971 • United States
1200 Howard Blvd, Mount Laurel, NJ 08054 • United States
Cherry Hill, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cynwyd | PA | 02/2020 | Present |
POWER OF ATTORNEY FOR PARENT; INVESTMENT RELATED; PHILADELPHIA, PA; START DATE 12/2013; 2 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-12 |
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