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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 | 2024-01-15 |
| NJ | RA | APPROVED | 2021-07-15 |
| PA | RA | APPROVED | 2021-07-14 |
Branch Locations
2005 S Easton Rd Ste 108 Doylestown Commerce Center, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Chalfont | PA | 05/2014 | Present |
| Wells Fargo Advisors, Llc | Chalfont | PA | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chalfont | PA | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-15 |
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