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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-04 |
| PA | RA | APPROVED | 2025-05-27 |
Branch Locations
100 Ridge Road Suite 23, Chadds Ford, PA 19317 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Yardley | PA | 04/2019 | 10/2020 |
| Citizens Securities, Inc. | Philadelphia | PA | 11/2020 | 01/2021 |
| J.P. Morgan Securities, Llc | Philadelphia | PA | 12/2021 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 12/2021 | 07/2022 |
| Esperanza Academy Charter School | Philadelphia | PA | 01/2021 | 12/2021 |
| Wells Fargo Bank | Levittown | PA | 10/2015 | 04/2019 |
| Citizens Bank | Philadelphia | PA | 11/2020 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Media | PA | 08/2022 | 11/2023 |
| Wells Fargo Bank Na | Media | PA | 07/2022 | 11/2023 |
| Raymond James & Associates, Inc. | Conshohocken | PA | 11/2023 | 05/2025 |
| Edward Jones | St Louis | MO | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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