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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-21 |
| PA | RA | APPROVED | 2025-10-20 |
Branch Locations
2005 South Easton Rd. Suite 204, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Charleston | SC | 06/2021 | 07/2021 |
| Mass Mutual Life Insurance Company | Charleston | SC | 01/2021 | 07/2021 |
| Homestar Remodeling | Wilmington | DE | 02/2018 | 04/2020 |
| Orange Elephant Roofing | North Charleston | SC | 08/2020 | 11/2020 |
| Education | Elizabethtown | PA | 05/2011 | 01/2018 |
| Unemployed | Philadelphia | PA | 04/2020 | 08/2020 |
| Unemployed | North Charleston | SC | 08/2020 | 03/2021 |
| Raymond James Financial Services | Doylestown | PA | 08/2021 | 09/2021 |
| Wealth Advisory Services | Doylestown | PA | 08/2021 | 10/2025 |
| Lpl Financial, Llc | Warminster | PA | 09/2021 | 10/2025 |
| Wells Fargo Advisors Financial Network, Llc | Warminster | PA | 10/2025 | Present |
1. 09/24/2021 - WEALTH ADVISORY SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ WARMINSTER, PA 2. 09/24/2021 - BOOK OF BROKERS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 1%/ WARMINSTER, PA 3. 09/24/2021 - GLADSTONE WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ WARMINSTER, PA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
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