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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 | 2022-04-01 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2011 | 03/2022 |
| Bank Of America, N.A. | Blue Bell | PA | 09/2020 | 03/2022 |
| Wells Fargo Bank | Radnor | PA | 03/2022 | Present |
| Wells Fargo Clearing Services | Radnor | PA | 03/2022 | Present |
CONGREGATION ADATH ISRAEL, INVT RELATED, LOWER MERION, PA, FINANCE COMMITTEE MEMBER, START DATE 1/2/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING BOARD MEETINGS, PROVIDING HELP ON CURRENT AGENDA, DISCUSSING CASH AND EXPENSE MANAGEMENT, DONATIONS AND MEMBERSHIP DUES. LEGAL/ATTORNEY/PARALEGAL; NOT INV RELATED; HARRISBURG, PA; ATTORNEY LICENSURE; START DATE: 09/03/2007; 1 HRS PER MONTH; 0 HRS DURING TRADING; LEGAL/ATTORNEY/PARALEGAL; NOT INV RELATED; NEW BRUNSWICK, NJ; REGISTER ATTORNEYS FOR PRACTICE IN STATE; START DATE: 09/03/2007; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-02 |
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