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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 | 2026-03-03 |
| PA | RA | APPROVED | 2016-08-18 |
Branch Locations
100 N 18Th St 22Nd Fl Two Logan Square, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | Present |
CO-TRUSTEE FOR BUSINESS PARTNER; INV. RELATED; CHERRY HILL, NJ; START 6/15/2005; NEGLIGIBLE TIME INVOLVED. NH CAPITAL INVESTMENTS LLC, INV RELATED, PHILADELPHIA, PA, 15.4% OWNERSHIP, START 11/11/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, PASSIVE INVESTOR. APPLE TREE MEWS HOA, NOT INV RELATED, PHILADELPHIA, PA, PRESIDENT, START 1/1/2024, 1 HOUR PER MONTH, ZERO DURING TRADING, SCHEDULING AND RUNNING MEETINGS, DISCUSSING DUES, BUDGETING, CONTRACTORS, RULES AND VIOLATIONS. RENTAL PROPERTY, INV RELATED, PHILADELPHIA, PA, 100% OWNERSHIP, START 3/10/2020, .5 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-15 |
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