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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 | 2026-01-22 |
| NJ | RA | APPROVED | 2024-07-02 |
| PA | RA | APPROVED | 2007-07-02 |
Branch Locations
2901 S Eagle Rd, Newtown, PA 18940 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newtown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newtown | PA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, VENTNOR CITY, NJ, 100% OWNERSHIP, START 8/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, OCCASIONAL RENTAL OF 2ND HOME. KLE DEVLIN LLC, NOT INV RELATED, WEST WINDSOR, NJ, 100% OWNERSHIP WITH SPOUSE, START 11/23/2005, ZERO HOURS PER MONTH, ZERO DURING TRADING, LLC FOR WIFE'S SINGING ENGAGEMENTS CHECK SIGNER ONLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-21 |
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