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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 | 2026-03-27 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Collegeville | PA | 10/2025 | Present |
| Eon Health | Denver | CO | 07/2024 | 10/2025 |
| Cadence Consulting Group | Pittsburgh | PA | 05/2023 | 07/2024 |
| Unemployed | Indiana | PA | 03/2023 | 05/2023 |
| Tray.iO | San Francisco | CA | 01/2022 | 03/2023 |
| Aca Compliance Group | Pittsburgh | PA | 08/2021 | 01/2022 |
| Kopp Billing Agency | Syracuse | NY | 08/2019 | 08/2021 |
| Syracuse University | Syracuse | NY | 08/2017 | 08/2021 |
| Syracuse University | Syracuse | NY | 09/2019 | 03/2020 |
| Town Of Clifton Park Buildings And Grounds | Clifton Park | NY | 05/2017 | 08/2018 |
| Lasalle Institute | Troy | NY | 09/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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