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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| PA | RA | APPROVED | 2026-03-26 |
Branch Locations
2 S Main St. Suite 400, Pittston, PA 18640 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services | Pittston | PA | 01/2019 | 03/2026 |
| Golden Wealth Management | Pittston | PA | 01/2019 | 03/2026 |
| Stifel, Nicolaus & Company, Incorporated | Wilkes-Barre | PA | 09/2009 | 01/2019 |
| Farther | Pittston | PA | 03/2026 | Present |
PITTSTON HOLDINGS (DBA PITTSON Ketchup) WEST PITTSTON, PA 18643. PRODUCE & SELL KETCHUP. CO-OWNER & COOK. 10 HOURS/MO; 2 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-12 |
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