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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 | 2024-05-09 |
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 05/2024 | Present |
STRATFORD WEALTH PARTNERS LLC, INV RELATED, WESTLAKE, OH, 100% OWNERSHIP, START DATE: 8/15/23, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE; | PRINCETON HARRIMAN INSURANCE SOLUTIONS, INV RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START: 12/01/2024, 8 HOURS A MONTH, 8 HOURS DURING TRADING, INSURANCE PRACTICE. | CLEVELAND YACHTING CLUB; NOT INV RELATED; ROCKY RIVER, OH; PRIVATE CLUB FOR YACHTING; INVESTMENT COMMITTEE MEMBER; START DATE 02/01/2025; 2 HOURS A MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-15 |
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