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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-05 |
| PA | RA | APPROVED | 2021-02-04 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
2099 S Queen St, York, PA 17403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lancaster | PA | 03/2016 | Present |
| Wells Fargo Clearing Services, Llc | Lancaster | PA | 01/2019 | Present |
ORCHID HOME HEALTH SERVICES, NOT INVT RELATED, LANCASTER, PA, HOME HEALTHCARE AID, START DATE 3/21/2022, 20 HRS PER MONTH, 0 HRS PER MONTH, ASSISTING WITH PERSONAL HEALTH AT HOME. DKSM TRANSPORT, LLC, NOT INVT RELATED, LANDISVILLE, PA, 50% OWNERSHIP, START DATE 4/4/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, TRUCKING AND GENERAL FREIGHT. MOMMA NAN'S HOME CARE SERVICES LLC ; INV RELATED;LANCASTER,PA; HOME HEALTH CARE SERVICES; CAREGIVER; START DATE: 04/20/2026; 80 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-10 |
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