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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 | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greenville | DE | 04/2023 | 03/2026 |
| Newspring Capital | Radnor | PA | 05/2022 | 02/2023 |
| Kpmg Llp | Philadelphia | PA | 01/2021 | 04/2022 |
| Rbc Capital Markets | New York | NY | 06/2019 | 08/2019 |
| Rbc Capital Markets | Wilmington | DE | 06/2018 | 08/2018 |
| N/A - Full-Time Education - High School / College | Kennett Square | PA | 04/2013 | 06/2018 |
| N/A - Full-Time Education - College | Newark | DE | 09/2018 | 05/2019 |
| N/A - Full-Time Education - College | Newark | DE | 09/2019 | 05/2020 |
| N/A - Unemployed | Kennett Square | PA | 06/2020 | 12/2020 |
| N/A - Unemployed | Philadelphia | PA | 03/2023 | 04/2023 |
| Wells Fargo Advisors Financial Network, Llc | Greenville | DE | 03/2026 | Present |
211 PROPERTY PARTNERS LLC; Investment-Related - Real Estate; 120 Marshall Street Kennett Square, PA 19348; Real Estate; Owner / Tax Matters Partner (TMP); 01/10/2025; 1 hour/month; No hours during trading hours; FiNet Practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
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