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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-10 |
| PA | RA | APPROVED | 2007-01-05 |
Branch Locations
3 Lemoyne Dr, Lemoyne, PA 17043 • United States
Selinsgrove, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lemoyne | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lemoyne | PA | 11/2016 | Present |
GREATER SUSQUEHANNA VALLEY YMCA, INV RELATED, SUNBURY, PA, TREASURER, START 03/1/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, PROVIDING OVERSIGHT OF FUNDS. LEWISBURG LITTLE LEAGUE; INV. RELATED; LEWISBURG,PA; TREASURER; START DATE 01/01/2024; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS, OVERSEE BANK ACOUNTS, ISSUE CHECKS, PROVIDE FINANCIAL SUMMARIES TO BOARD AND PUBLIC, FILE PAPERWORK TO MAINTAIN NON-PROFIT STATUS. GREATER SUSQUEHANNA VALLEY YMCA; INV RELATED; SUNBURY, PA; FINANCE COMMITTEE MEMBER; START 01/01/2024; 5 HOURS PE MONTH; 0 HORS DURING TRADING; ATTENDING FINANCE COMMITTEE MEETINGS AND HELPING YMCA STAFF OVERSEE GENERAL FINANCES OF YMCA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
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