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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-20 |
| TX | RA | APPROVED | 2022-10-26 |
| PA | RA | APPROVED | 2021-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 07/2015 | 03/2017 |
| Bank Of America, N.A. | Wayne | PA | 07/2015 | 03/2017 |
| Scottrade, Inc. | Wayne | PA | 05/2017 | 12/2017 |
| Wells Fargo Clearing Services Llc | Radnor | PA | 12/2017 | Present |
PRC MARKETING CORP, NOT INV RELATED, PHILADELPHIA, PA, 100% OWNERSHIP WITH SPOUSE, START 5/2/2012, 4 HOURS PER MONTH, ZERO DURING TRADING, WEB DESIGN AND ONLINE MARKETING. | POTTSTOWN BEACON OF HOPE; NOT INV RELATED; POTTSTOWN, PA; TREASURER; 07/2025; 3 HOURS PER MONTH; 0 DURING TRADING; PROVIDE YEAR-ROUND EMERGENCY SHELTER FOR THE HOMELESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-29 |
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