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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 | 2018-08-14 |
Branch Locations
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
1840 Main St, Northampton, PA 18067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Allentown | PA | 09/2012 | 11/2016 |
| Wells Fargo Bank Na | Allentown | PA | 07/2011 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | Present |
TRUSTEE FOR NEWPHEW (2), INV RELATED, CENTER VALLEY, PA, START: 9/3/2024, 5 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NIECE, INV RELATED, CENTER VALLEY, PA, START: 9/3/2024, 5 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW, INV RELATED, CENTER VALLEY, PA, START: 9/3/2024, 5 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW'S 2642C TRUST, INV RELATED, CENTER VALLEY, PA, START: 9/2/2024, 5 HOURS A MONTH, 0 HOURS DURING TRADING. MYTAY LAND HOLDING LLC; INV RELATED;CENTER VALLEY,PA; LLC;51% OWNERSHIP; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-01 |
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