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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| NJ | RA | APPROVED | 2017-12-14 |
| PA | RA | APPROVED | 2017-12-12 |
Branch Locations
702 W Lancaster Ave, Wayne, PA 19087 • 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 |
|---|---|---|---|---|
| Lpl | Harleysville | PA | 08/2014 | 09/2016 |
| First Niagara Securities | Harleysville | PA | 08/2014 | 09/2016 |
| Key Investment Services Llc | Harleysville | PA | 09/2016 | 11/2017 |
| Key Bank | Harleysville | PA | 09/2016 | 11/2017 |
| Wells Fargo Bank, Na | Wayne | PA | 11/2017 | Present |
| Wells Fargo Clearing Services, Llc | Wayne | PA | 12/2017 | Present |
POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; CA; START DATE 11/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-10 |
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