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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 | 2025-12-03 |
| TX | RA | APPROVED_RES | 2025-08-08 |
| MD | RA | APPROVED | 2025-07-29 |
Branch Locations
13200 Fountain Head Plz, Ste 102 Fountainhead One, Hagerstown, MD 21742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Hagerstown | MD | 06/2001 | 05/2022 |
| Oak Hill Wealth Advisors | Lansdowne | VA | 05/2022 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Hagerstown | MD | 07/2025 | Present |
| Unemployed | Greencastle | PA | 11/2024 | 07/2025 |
POA for my mother, Sylvia Knepper. Not investment related. 0 hours per month. Administrator of my father's estate, Frank Shimmel. Not investment related. 1 hour per month, not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-28 |
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