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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 | 2020-11-23 |
| TX | RA | APPROVED | 2020-11-23 |
Branch Locations
613 Baltimore Dr Ste 3 [Satellite], Wilkes-Barre, PA 18702 • United States
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Wilkes Barre | PA | 01/2008 | 11/2020 |
| Bank Of America, N.A. | Wilkes-Barre | PA | 06/2011 | 11/2020 |
| Wells Fargo Advisors Financial Network, Llc | Wilkes-Barre | PA | 11/2020 | Present |
JAR RESEARCH INC, INVT RELATED, CLARKS SUMMITT, PA, 100% OWNERSHIP, START DATE 11/23/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. WMLL RESEARCH, LLC, INVT RELATED, PITTSTON, PA, 40% OWNERSHIP, START DATE 11/23/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-01 |
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