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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2017-09-27 |
| PA | RA | APPROVED | 2015-10-20 |
Branch Locations
650 Corporation St Ste 404, Beaver, PA 15009 • 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 |
|---|---|---|---|---|
| Early Bird Learning Center | Salem | OH | 08/2010 | Present |
| Rental House'S | Canfield | OH | 01/2013 | Present |
| Wells Fargo Advisors Llc | Beaver | PA | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beaver | PA | 11/2016 | Present |
EARLY BIRD LEARNING CENTER, NOT INV RELATED, SALEM, OH, 40% OWNER, FUND BUSINESS DECISIONS, START: 8/1/2010, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES: REVIEW BOOKS AND RECORDS. EARLY BIRD PROPERTY HOLDINGS, LLC, INV RELATED, NORTH LIMA, OH, 40% OWNER, START: 5/19/2016, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: HOLD COMMERCIAL PROPERTY. EARLY BIRD RENTALS LLC, INV RELATED, NORTH LIMA, OH, 40% OWNERSHIP, START 8/22/24, 1 HR PER MONTH, 0 HRS DURING TRADING, WILL HOLD VEHICLES ASSOCIATED WITH EARLY BIRD LEARNING CENTER & EARLY BIRD PROPERTY HOLDINGS, LLC,;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-19 |
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