Best Investors Account Sign in
Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-04
TX RA APPROVED 2026-06-04
  • PA RA
    APPROVED
    Since 2026-06-04
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2004-08-11 → 2026-06-04
    Wyomissing, PA
    Media, PA
    Drexel Hill, PA
    Wayne, PA
    Springfield, PA
    Drexel Hill, PA
    West Chester, PA
    Allentown, PA
    Springfield, PA
    West Chester, PA
    West Chester, PA
    Radnor, PA
    Wilmington, DE
    Newark, DE
    Wilmington, DE
    Wilmington, DE
    Newark, DE
    Folsom, PA
    Radnor, PA
    Radnor, PA
  • 2002-05-17 → 2004-02-27
    Wilmington, DE
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-06
  • S66 Uniform Combined State Law Examination
    2002-05-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rochester, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor