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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 | 2021-06-02 |
| TX | RA | APPROVED | 2021-06-02 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
613 Baltimore Dr Ste 3 [Satellite], Wilkes-Barre, PA 18702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Wilkes-Barre | PA | 11/2003 | 02/2020 |
| Raymond James Financial Services, Inc | Wilkes Barre | PA | 02/2020 | 12/2020 |
| Raymond James Financial Services Advisors, Inc | Wilkes Barre | PA | 02/2020 | 12/2020 |
| Sennett & Associates Wealth Group | Wilkes Barre | PA | 02/2020 | 12/2020 |
| Lpl Financial, Llc | Wilkes Barre | PA | 02/2021 | 04/2021 |
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 02/2021 | 04/2021 |
| Lpl Financial, Llc | Wilkes Barre | PA | 01/2021 | 02/2021 |
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 01/2021 | 02/2021 |
| Wells Fargo Advisors Financial Network, Llc | Wilkes Barre | PA | 05/2021 | Present |
NOTARY PUBLIC, NOT INV RELATED, STATE OF PENNSYLVANIA, START 7/17/2018, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, NOTARIZE DOCUMENTS. LAW, LLC, INVT RELATED, WILKES-BARRE, PA, 100% OWNERSHIP, START DATE 10/19/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-06 |
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