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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-15 |
Branch Locations
200 W Lancaster Ave Suite 200, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Reading | PA | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 02/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2018 | 10/2019 |
| Pnc Investments | Berwyn | PA | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-02 |
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