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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 | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
572 Titus Ave, Rochester, NY 14617 • United States
3827 West Chester Pike Suite 280 [Satellite], Newtown Square , PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Media | PA | 05/2009 | 06/2026 |
| Wells Fargo Advisors Llc | Media | PA | 05/2009 | 11/2016 |
| Wells Fargo Advisors Financial Network, Llc | Newtown Square | PA | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | Media | PA | 11/2016 | 06/2026 |
FRESCOLN WEALTH STRATEGIES; INV RELATED; NEWTOWN SQUARE,PA; FINET PRACTICE;100% OWNERSHIP; START DATE: 01/01/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-06 |
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