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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 | 2022-07-29 |
| PA | RA | APPROVED | 2005-10-13 |
Branch Locations
3515 West Chester Pike, Newtown Square, PA 19073 • United States
1120 W Chester Pike, Havertown, PA 19083 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ridley Park | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ridley Park | PA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; NEWTOWN SQUARE, PA; RESIDENTIAL; 100% OWNERSHIP; START 2/2/2015; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-19 |
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