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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 | 2016-10-28 |
Branch Locations
1010 Stony Hill Rd Ste 100, Yardley, PA 19067 • United States
1010 Stony Hill Rd Ste 100 [Ih-Rbo], Yardley, PA 19067 • 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 |
|---|---|---|---|---|
| Eagleview Securities, Inc. | Doylestown | PA | 01/2015 | 09/2016 |
| Wells Fargo Advisors, Llc | Plymouth Meeting | PA | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 11/2016 | Present |
RENTAL PROPERTY - MOUNT ; INV RELATED; BELLEVILLE, NJ; RENTAL;50% OWNERSHIP; START DATE: 08/27/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | ROSE ZS GARDEN, LLC ; INV RELATED; BELLEVILLE, NJ; RENTAL;50% OWNERSHIP; START DATE: 08/27/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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