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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 | 2026-04-09 |
| PA | RA | APPROVED | 2026-04-08 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Wynnewood | PA | 03/2026 | Present |
| Wells Fargo Clearing Services, Llc | Wynnewood | PA | 03/2026 | Present |
| Citadel Federal Credit Union | Springfield | PA | 12/2024 | 03/2026 |
| Belco Community Credit Union | Lancaster | PA | 10/2023 | 12/2024 |
| Project Management Institute (Pmi) - New York City Chapter | New York City | NY | 06/2022 | 10/2023 |
| Coastland Travels Llc | Bronx, New York | NY | 05/2021 | 05/2022 |
| Ucmas Maurya Ventures Ltd | Kigali | 09/2018 | 04/2021 | |
| Ucmas Edu Nigeria Ltd | Lagos | 09/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
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