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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 | 2016-08-18 |
| NJ | RA | APPROVED | 2013-12-04 |
| TX | RA | APPROVED | 2013-12-04 |
Branch Locations
100 N 18Th St 22Nd Fl Two Logan Square, Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | Present |
2529 FRANKFORD LLC, INV RELATED, PHILADELPHIA, PA, START 2/2015, 0 HOURS, NO DUTIES.; POWER OF ATTORNEY FOR FATHER; INV RELATED; INDIANAPOLIS, IN; START 4/18/2017; 1 HR/MO; 1 DURING TRADING.; COMMENSALIBUS LLC DBA LIGHTHOUSE LLC, INV RELATED, WILDWOOD, NJ, 70% OWNERSHIP, START 12/31/2018, HOLDS REAL ESTATE. TRUSTEE FOR NEPHEW, INV RELATED, INDIANAPOLIS, IN, START 11/17/2019, 1 HR/MONTH, 1 HR DURING TRADING. JEL LIQUIRS, LLC, NOT INVT RELATED, WILDWOOD, NJ, 100% OWNERSHIP, START 5/1/2017, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER, SELLING LIQUOR LICENSE AND WINDING DOWN OPERATIONS.; TRUSTEE FOR DAUGHTER, INV RELATED, PUNTA GORDA, FL, START 1/6/2022, 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; TRUSTEE FOR DAUGHTER, INV RELATED, PUNTA GORDA, FL, START 1/6/2022, 1 HR/MONTH, LESS THAN 1 HR DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV RELATED; INDIANAPOLIS, IN; START 09/01/2025; 1 HR PER MONTH; 2 DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-14 |
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