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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-22 |
| PA | RA | APPROVED | 2020-02-14 |
Branch Locations
13515 Bell Tower Dr Ste 100, Fort Myers, FL 33907 • United States
Cape Coral, FL • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Conshohocken | PA | 01/2009 | 02/2020 |
| Wells Fargo Clearing Services, Llc. | Berwyn | PA | 02/2020 | Present |
PRETZEL LOGIC UK LIMITED, LLC, NOT INVT RELATED, STANFORD LINCOLNSHIRE, UK, 10% OWNERSHIP, START DATE 8/1/2009, 0 HRS PER MONTH, 0 HRS DURING TRADING, SILENT PARTNER.; POWER OF ATTORNEY FOR FATHER, INV RELATED, LANCASTER, PA, START: 4/25/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-10 |
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