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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 | 2021-01-29 |
| PA | RA | APPROVED | 2007-12-12 |
Branch Locations
150 N Radnor-Chester Rd Ste A-100 [Qr-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Chester | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Chester | PA | 11/2016 | Present |
MIDDLESEX ASSOCIATES - PARTNERSHIP, NOT INV RELATED, CARLISLE, PA, 12.5% OWNER, START 12/22/2021, 1 HOUR PER MONTH, 0 HRS DURING TRADING, REAL ESTATE HOLDINGS AND INVTS. LYCOMING COLLEGE, NOT INVT RELATED, WILLIAMSPORT, PA, BOARD OF TRUSTEES, START DATE 9/1/2024, 4 WORKING DAYS PER YEAR, 1 HR DURING TRADING. ATTENDING MEETINGS, OVERSEE AND PROVIDE GUIDANCE AND GOVERNANCE ON THE OVERALL OPERATIONS OF THE COLLEGE. PROVIDING OVERSIGHT ON THE COLLEGE ENDOWMENT AND FINANCIAL OPERATIONS AND FUNCTIONS OF THE ORGANIZATION. LYCOMING COLLEGE; INV RELATED;WILLIAMSPORT,PA; COLLEGE/HIGHER EDUCATIO; INVESTMENT COMMITTEE MEMBER; START DATE: 06/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-12 |
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