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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 | 2012-04-17 |
| PA | RA | APPROVED | 2009-12-11 |
Branch Locations
1605 N Cedar Crest Blvd Ste 111 [Satellite], Allentown, PA 18104 • United States
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Allentown | PA | 12/2009 | Present |
MAGELLAN FINANCIAL, INC, INVT RELATED, ALLENTOWN, PA, 40% OWNERSHIP, START DATE 12/10/2009, 50 HRS PER MONTH, 30 HRS DURING TRADING, FINET PRACTICE. UNION UNITED CHUCH OF CHRIST, NOT INV REALTED, NEFFS, PA, FINANCE COMMITTE MEMBER, START 5/15/24, 2 HRS PER MONTH, 0 HRS DURING TRADING, ASSIST IN BUDGET AND PROVIDE OVERSIGHT OF THE ENDOWMENT AND CASH FUNDS; POWER OF ATTORNEY FOR MOTHER, INV RELATED, ALLENTOWN, PA, START: 7/15/2024, 1 HOUR A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-24 |
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