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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 | 2021-06-18 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
1140 N Bethlehem Pike, Spring House, PA 19477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Willow Grove | PA | 03/2010 | Present |
| Wells Fargo Advisors Llc | Willow Grove | PA | 05/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Willow Grove | PA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, LANSDALE, PA, 100% OWNERSHIP, START 1/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY - 651; INV RELATED;COLLEGEVILLE,PA; RENTAL;100% OWNERSHIP; START DATE: 02/08/2017; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 726; INV RELATED;ALLENTOWN,PA; RENTAL;100% OWNERSHIP; START DATE: 08/14/2018; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-26 |
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