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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-20 |
| PA | RA | APPROVED | 2021-10-14 |
Branch Locations
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
Warrington, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | 10/2021 |
| Raymond James & Associates, Inc. | Doylestown | PA | 10/2021 | Present |
ST ROBERT BELLARMINE ROMAN CATHOLIC CHURCH, INV RELATED, WARRINGTON, PA, FINANCE COMMITTEE MEMBER, START: 1/1/2018, 1 MEETING PER MONTH/0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-14 |
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