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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-06 |
| PA | RA | APPROVED | 2022-06-14 |
Branch Locations
2005 S Easton Rd Ste 108 Doylestown Commerce Center, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Bucks East High School | Doylestown | PA | 09/2014 | 06/2017 |
| Quinnipiac University | Hamden | CT | 08/2017 | 05/2021 |
| Ubs Financial Services Inc. | Newtown | PA | 05/2019 | 09/2019 |
| Quinnipiac University | Hamden | CT | 09/2018 | 05/2021 |
| Equitable Advisors, Llc | New York | NY | 07/2021 | 01/2022 |
| Unemployed | Doylestown | PA | 06/2021 | 07/2021 |
| Ubs Financial Services Inc | Newtown | PA | 02/2022 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 06/2022 | Present |
ESTATE OF JANICE BARLOW; INV RELATED;DOYLESTOWN,PA; TO CARRY OUT THE WILL OF MY AUNT, JANICE BARLOW;Executor/Personal Representative START DATE: 09/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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