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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-05-24 |
Branch Locations
110 N Duke St, Lancaster, PA 17602 • United States
Manheim, 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 | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 05/2019 | Present |
| Bank Of America, N.A. | Lancaster | PA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-14 |
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