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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-26
  • PA RA
    APPROVED
    Since 2026-05-26

Branch Locations

150 Radnor-Chester Rd, Wayne, PA 19087 • United States

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-09-29
  • PA RA
    APPROVED
    Since 2016-09-29

Branch Locations

221 W Philadelphia St Ste 112E, York, PA 17401 • United States

150 N Radnor-Chester Rd Ste A100, Radnor, PA 19087 • United States

Brookhaven, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Wayne PA 05/2026 Present
Wells Fargo Advisors Llc Jenkintown PA 09/2016 11/2016
Unemployed Jenkintown PA 05/2016 09/2016
Wells Fargo Clearing Services, Llc Jenkintown PA 11/2016 Present
  • 05/2026 → Present
    Wells Fargo Advisors Financial Network
    Wayne, PA
  • 09/2016 → 11/2016
    Wells Fargo Advisors Llc
    Jenkintown, PA
  • 05/2016 → 09/2016
    Unemployed
    Jenkintown, PA
  • 11/2016 → Present
    Jenkintown, PA
Previous Registrations
  • 2013-02-13 → 2016-05-11
    Credit Suisse Securities (Usa) Llc
    West Conshohocken, PA
Other Businesses

POWER OF ATTORNEY FOR FATHER, INV RELATED, ASTON, PA, START: 8/1/2024, 2 HOURS A MONTH, 0 HOURS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, ASTON, PA, START: 8/1/2024, 2 HOURS A MONTH, 0 HOURS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-12
S63 Uniform Securities Agent State Law Examination 2000-01-21
  • S66 Uniform Combined State Law Examination
    2013-02-12
  • S63 Uniform Securities Agent State Law Examination
    2000-01-21
Other Names
  • Kimberlyann Dalonzo
  • Kimberly Ann Dalonzo
  • Kimberly Ann Warner
  • Kimberly A Warner

View on SEC IAPD

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