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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-17 |
| TX | RA | APPROVED | 2019-01-17 |
Branch Locations
2003 S Easton Rd Ste 208, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 01/2019 |
| Wells Fargo Advisors Financial Network, Llc | Doylestown | PA | 01/2019 | Present |
INVICTUS WEALTH MANAGEMENT, LLC, INVT RELATED, DOYLESTOWN, PA, 14% OWNERSHIP, START DATE 5/22/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR INVICTUS WEALTH MANAGEMENT LLC 401K, INV RELATED, DOYLESTOWN, PA, START: 5/22/2019, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. NOTARY PUBLIC, NOT INVT RELATED, DOYLESTOWN, PA, NOTARY, START DATE 6/2/2023, 1 HR PER MONTH AND DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-30 |
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