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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 | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
101 W Dekalb Pike, King Of Prussia, PA 19406 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | West Lawn | PA | 04/2016 | 04/2018 |
| Primerica Financial Service | West Lawn | PA | 06/2014 | 04/2018 |
| Janney Montgomery Scott Llc | Blue Bell | PA | 04/2018 | 01/2024 |
| Amazon Flex | King Of Prussia | PA | 01/2018 | 03/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2024 | 12/2024 |
| Citadel Federal Credit Union | West Chester | PA | 01/2024 | 12/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2024 | 01/2026 |
| Cetera Investment Advisers Llc | West Chester | PA | 12/2024 | 01/2026 |
| Wells Fargo Clearing Services, Llc | King Of Prussia | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-15 |
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