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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-02 |
| PA | RA | APPROVED | 2018-08-28 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
702 W Lancaster Ave, Wayne, PA 19087 • United States
500 Chesterbrook Blvd, Chesterbrook, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Pittsburgh | PA | 06/2014 | 08/2018 |
| Welsl Fargo Clearing Services, Llc | Radnor | PA | 08/2018 | Present |
KLHS CAPITAL MANAGEMENT, INV RELATED, MEDFORD, NJ, 100% OWNED WITH SPOUSE, START: 1/1/15, 2 HOURS PER MONTH/0 DURING TRADING, PEARSON WARE LLC; INV. RELATED; BURLINGTON, NJ; 50% OWNERSHIP; HOLDING COMPANY FOR INVESTMENT REAL ESTATE; START DATE 1/2004; 3 HRS PER MONTH; 0 HRS PER MONTH; DUTIES: MANAGE REAL ESTATE PORTFOLIO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-07 |
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