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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-09 |
| PA | RA | APPROVED | 2021-02-06 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Columbia | PA | 06/2002 | Present |
| Wells Fargo Advisors Llc | Columbia | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | PA | 11/2016 | Present |
LOWBALL, LLC, NOT INV RELATED, HONEY GROVE, PA, 25% OWNER, START: 2/14/2008, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES: HUNTING PROPERTY. COLUMBIA HERITAGE RIVER COTTAGE ASSOCIATION; NOT INVESTMENT RELATED; COLUMBIA,PA; BOARD MEMBER; START DATE 02/01/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS MAINTENANCE PROJECTS, MEMBER COMPLAINTS OR ISSUES, AND COMMUNICATIONS WITH DEP/EPA WITH ANY ISSUES WITH DOCKS LOCATED ON SUSQUEHANNA RIVER. COLUMBIA BORO SCHOOL DISTRICT; NOT INV RELATED; COLUMBIA, PA; SPORTS; VOLLEYBALL COACH; START DATE: 08/18/2025; 40 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-20 |
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