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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 | 2013-02-20 |
Branch Locations
1 Meridian Blvd Ste 3B01 [Support Center], Wyomissing, PA 19610 • United States
4905 W Tilghman St Ste 350, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Allentown | PA | 12/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | Present |
PRESBYTERIAN CHURCH OF CATASAUQUA, INV RELATED, CATASAUQUA, PA, FINANCE COMMITTEE MEMBER, START 4/1/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, COUNTING THE OFFERING, DISCUSSING AVIALABLE FUNDING FOR PROJECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-18 |
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