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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 | 2016-08-19 |
| TX | RA | APPROVED_RES | 2003-11-10 |
Branch Locations
100 N 18Th St 22Nd Fl Two Logan Square, Philadelphia, PA 19103 • United States
1010 Stony Hill Rd Ste 100, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | Present |
TRUSTEE FOR FRIEND, INVESTMENT RELATED, GULPH MILLS, PA, CURRENTLY NO TIME DEVOTED, START 12/6/2012 TRUSTEE FOR TWO FRIENDS IRREVOCABLE TRUST, INV RELATED, YARDLEY, PA, START: 12/2014, 0 HOURS. GLOBAL PHILADELPHIA ASSOCIATION, INV RELATED, PHILADELPHIA, PA, TREASURER, START 12/1/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TREASURER IN NAME ONLY, HEARING BALANCE SHEET AND CASH FLOW REPORTS IN MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-05 |
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