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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-25 |
| PA | RA | APPROVED | 2018-09-14 |
| TX | RA | APPROVED_RES | 2018-09-14 |
Branch Locations
919 Russell Drive, Lebanon, PA 17042 • United States
Holden Beach, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2011 | 09/2018 |
| Wells Fargo Clearing Services Llc | Lebanon | PA | 09/2018 | Present |
RENTAL PROPERTY; INV. RELATED; HOLDEN BEACH,NC; 100% OWNERSHIP; START DATE 06/01/2023; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. LEKZ VENTURES LLC; INV. RELATED; LANCASTER, PA; 50% OWNERSHIP; RENTAL INCOME; START DATE 3/1/2024; 2 HOURS PER WEEK; 0 HOURS DURING BUSINESS. RENTAL PROPERTY; INV. RELATED; LEBANON, PA; 50% OWNERSHIP; COMMERCIAL BUILDING FOR BRANCH OFFICE; 5/2024; 2 HOURS PER WEEK; 0 HOURS DURING BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-29 |
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