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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
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
2005 S Easton Rd Ste 108, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Plymouth Meeting | PA | 05/2008 | Present |
| Wells Fargo Advisors Llc | Plymouth Meeting | PA | 03/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-23 |
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