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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 | 2025-10-21 |
| TX | RA | APPROVED | 2025-10-21 |
Branch Locations
1120 W Chester Pike, Havertown, PA 19083 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Haveretown | PA | 11/2011 | 07/2023 |
| Wells Fargo Advisors, Llc | Havertown | PA | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Havertown | PA | 11/2016 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Media | PA | 07/2023 | 10/2025 |
| Bank Of America N.A. | Media | PA | 08/2023 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 10/2025 | Present |
I*2482283, Entity Type Nonprofit, Name of OBA: St. Eugene's Parish of the Archdiocese of Philadelphia Address: Investment Related: No Position, Title, Association: Finance Council member Employee Start Date: August 1st 2025 No Hours: 1 monthly No Hours during trading: 0 Duties: Primary purpose is to assist the Pastor in administration of the goods of the parish. Expresses the parish mission in dollars. Oversees the parish bookkeeping. Ensures that proper internal controls exist.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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