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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 | 2018-10-29 |
| PA | RA | APPROVED | 2018-10-19 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Collegeville | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Collegeville | PA | 11/2016 | 10/2018 |
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 10/2018 | Present |
ZABRI WEALTH MANAGEMENT DBA SCHULTZ WEALTH MANAGEMENT, LLC, INVT RELATED, ROYERSFORD, PA, 100% OWNERSHIP, START 10/19/2018, 180 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS. ASG-D300 LLC ; INV RELATED; COLLEGEVILLE,PA; PAY EXPENSES;20% OWNERSHIP; START DATE: 01/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-22 |
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