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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-09
  • PA RA
    APPROVED
    Since 2026-02-09

Branch Locations

150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na Philadephia PA 09/2019 01/2025
Jp Morgan Securities Llc Philadelphia PA 09/2019 01/2025
Ny Life Constitution General Office Bala Cynwyd PA 02/2019 05/2019
Le Vin Co Llc Merion Station PA 09/2014 02/2019
Rittenhouse Hematology And Oncology Philadelpha PA 06/2010 02/2019
Unemployed Merion Station PA 06/2019 08/2019
Belmont Residences Llc Bala Cynwyd PA 02/2021 Present
Rrr Real Estate Associates, Lp Merion Station PA 03/2021 Present
Shark Tooth Llc Bala Cynwyd PA 04/2023 01/2025
Edward Jones St Louis MO 01/2025 01/2026
Wells Fargo Clearing Services, Llc Radnor PA 01/2026 Present
  • 09/2019 → 01/2025
    Jpmorgan Chase Bank Na
    Philadephia, PA
  • 09/2019 → 01/2025
    Jp Morgan Securities Llc
    Philadelphia, PA
  • 02/2019 → 05/2019
    Ny Life Constitution General Office
    Bala Cynwyd, PA
  • 09/2014 → 02/2019
    Le Vin Co Llc
    Merion Station, PA
  • 06/2010 → 02/2019
    Rittenhouse Hematology And Oncology
    Philadelpha, PA
  • 06/2019 → 08/2019
    Unemployed
    Merion Station, PA
  • 02/2021 → Present
    Belmont Residences Llc
    Bala Cynwyd, PA
  • 03/2021 → Present
    Rrr Real Estate Associates, Lp
    Merion Station, PA
  • 04/2023 → 01/2025
    Shark Tooth Llc
    Bala Cynwyd, PA
  • 01/2025 → 01/2026
    St Louis, MO
  • 01/2026 → Present
    Radnor, PA
Previous Registrations
  • 2025-03-24 → 2026-01-09
    Plymouth Meeting, PA
    Lafayette Hill, PA
    Bala Cynwyd, PA
    St Louis, MO
Other Businesses

Belmont Residences LLC Type of business: Rental Property Bala Cynwyd, PA Start date: 2/1/2021 LandLord Hours per week: 10 Hours during trading: 0 Desc: Own a duplex, collect rent from tenants, basic landlord responsibilities RRR Real Estate Associates, LP Type of business: Rental Property Merion Station, PA Start date: 3/1/2021 Account Signer Hours per week: 10 Hours during trading: 0 Desc: real estate company owned by my family, I help with landlord responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
S63 Uniform Securities Agent State Law Examination 2019-11-27
  • S66 Uniform Combined State Law Examination
    2025-03-21
  • S63 Uniform Securities Agent State Law Examination
    2019-11-27

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