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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-22 |
| TX | RA | APPROVED_RES | 2024-07-19 |
Branch Locations
530 Pellis Road 5000, Greensburg, PA 15601 • United States
Latrobe, PA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greensburg | PA | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensburg | PA | 11/2016 | 07/2024 |
| Wells Fargo Advisors Financial Network, Llc | Greensburg | PA | 07/2024 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; ALEXANDRIA, KT; START 9/1/2020; 1 HR PER MONTH; 1 HR DURING TRADING.| CHRISTOPHER C. SCHMAUCH LLC, INV RELATED, LATROBE, PA, 100% OWNERSHIP, START 4/1/2024, 5 HOURs PER MONTH, 0 DURING TRADING, FINET PRACTICE.| HIGHLANDS WEALTH MANAGEMENT LLC, INV RELATED, GREENSBURG, PA, 38% OWNERSHIP, START 4/1/2024, 60 HOURS PER MONTH, 10 HOURS DURING TRADING, FINET PRACTICE.| TRUSTEE OF MOTHER'S TRUST; INV. RELATED; NOKOMIS, FL; START DATE 9/17/2020; 1 HR PER MONTH; 0 HRS DURING TRADING.| LAND RENTAL; INV. RELATED; SHELOCTA, PA; CO-OWNER; LAND LEASED FOR SOLAR PANELS; START DATE: 2/1/2017; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-23 |
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