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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 | 2025-12-01 |
| NJ | RA | APPROVED | 2021-10-13 |
| PA | RA | APPROVED | 2021-10-08 |
Branch Locations
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Jenkintown | PA | 09/2007 | Present |
| Wells Fargo Advisors Llc | Warminster | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Warminster | PA | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; NAPLES, FL; START: 11/2016; 0 HR/MO; 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-31 |
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