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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-22 |
| TX | RA | APPROVED_RES | 2018-10-22 |
Branch Locations
224 Valley Creek Blvd, Exton, PA 19341 • United States
West Grove, PA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Reading | PA | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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