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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 | 2026-05-27 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
2005 S Easton Rd Ste 108, Doylestown, PA 18901 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-22 |
Branch Locations
221 W Philadelphia St Ste 112E, York, PA 17401 • United States
2005 S Easton Rd Ste 108 Doylestown Commerce Center, Doylestown, PA 18901 • United States
Horsham, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Doylestown | PA | 05/2026 | Present |
| Ameriprise Financial | Bedford | NH | 06/2016 | 09/2016 |
| Umemployed | Manchester | NH | 10/2016 | 05/2017 |
| Janney Monthgomery Scott | Philadelphia | PA | 05/2017 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2019 | 02/2021 |
| Unemployment | Fairless Hills | PA | 05/2019 | 09/2019 |
| Well Fargo Clearing Services, Llc. | Yardkey | PA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-25 |
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