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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 | 2020-10-16 |
| PA | RA | APPROVED | 2019-03-04 |
Branch Locations
2005 S Easton Rd [Dm-Rbo], Doylestown, PA 18901 • United States
2005 S Easton Rd Ste 108 Doylestown Commerce Center, Doylestown, PA 18901 • United States
Schwenksville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Center Valley | PA | 07/2016 | 03/2019 |
| Mml Investors Services | Center Valley | PA | 07/2016 | 03/2019 |
| John Donofrio And Ryan Oestreich | Center Valley | PA | 07/2016 | Present |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 03/2019 | Present |
PUREHAVEN, NOT INV RELATED, SCHWENKSVILLE, PA, CONSULTANT, START: 10/3/2015, 15 HRS/MONTH, 0 HRS DURING TRADING, SALE OF NONTOXIC HOME AND PERSONAL CARE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-03 |
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