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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-12-23 |
| PA | RA | APPROVED | 2013-04-16 |
Branch Locations
110 Eagleview Blvd, Exton, PA 19341 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Franklin | TN | 08/2007 | Present |
| Wells Fargo Advisor, Llc. | Bala Cynwyd | PA | 04/2013 | 11/2016 |
| Wells Fargo Bank Na | Bala Cynwyd | PA | 04/2013 | Present |
| Wells Fargo Clearing Services, Llc | Bala Cynwyd | PA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, FERNDALE, MI, 100% OWNERSHIP WITH SPOUSE, START: 4/7/2022, 2 HRS/MONTH, 0 HRS DURING TRADING. PAWSOME TIME, LLC DBA PHOENIX WAGGY TAILS, NOT INVT RELATED, PHOENIXVILLE, PA, 100% OWNERSHIP WITH SPOUSE, START DATE 9/1/2022, 10 HRS PER MONTH, 0 HRS DURING TRADING, PET CARE SERVICES BUSINESS, OVERSEE ACCOUNTING AND FINANCIALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-04 |
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