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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-02 |
| PA | RA | APPROVED | 2017-01-10 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Conshohocken | PA | 01/2009 | 01/2017 |
| Wells Fargo Advisors Financial Network, Llc | King Of Prussia | PA | 01/2017 | Present |
PROVIDENT WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; COLLEGEVILLE,PA; 100% OWNERSHIP; START DATE 01/10/2017; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER OF FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS. Rental Property- Prestwick Circle; Inv-related; Palm Beach Gardens; FL; Rental; 100% ownership; Start Date 01/01/2026; 4 hrs per month; 0 during trading. ASG-D300 LLC; INV RELATED; COLLEGEVILLE,PA; LOCAL OFFICE EXP;20% OWNERSHIP; START DATE: 01/01/2026; 2 HRS PER MONTH; 2 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-19 |
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