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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-21 |
| TX | RA | APPROVED_RES | 2019-01-25 |
| PA | RA | APPROVED | 2015-12-28 |
Branch Locations
221 W Philadelphia St Ste 112E, York, PA 17401 • United States
York, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | York | PA | 06/2002 | Present |
| Wells Fargo Advisors Llc | York | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | York | PA | 11/2016 | Present |
NOTARY PUBLIC, NOT INV RELATED, STATE OF PENNSYLVANIA, START 6/2/2024, ONE HOUR PER MONTH, ONE HOUR DURING TRADING, NOTARIZE DOCUMENTS. POWER OF ATTORNEY FOR PARENTS; INV. RELATED; YORK, PA; START 9/1/2017; 0 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-30 |
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