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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 | 2024-10-03 |
Branch Locations
115 W Court St, Doylestown, PA 18901 • United States
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank, Na | State College | PA | 12/2013 | 03/2018 |
| Citizens Securities, Inc. | State College | PA | 03/2018 | 01/2020 |
| Pnc Investments | Philadelphia | PA | 01/2020 | 02/2023 |
| J.P. Morgan Securities Llc | Warminster | PA | 02/2023 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Warminster | PA | 02/2023 | 09/2024 |
| Pnc Investments | Philadelphia | PA | 04/2016 | 03/2018 |
| Wells Fargo Clearing Services, Llc ( | Chesterbrook | PA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-21 |
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