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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 | 2024-01-12 |
Branch Locations
One Fayette Street, Two Tower Bridge Suite 140, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | Conshohocken | PA | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | 01/2024 |
| Wells Fargo Advisors Financial Network, Llc | Conshohocken | PA | 01/2024 | Present |
WINDY WILLOWS, LLC; INV RELATED; MOUNT DESERT, ME; VACATION PROPERTY RENTAL; 20% OWNERSHIP; START 1/1994; 1 HOUR PER MONTH, 0 DURING TRADING; NO DUTIES, PASSIVE MEMBER. VACATION RENTAL PROPERTY, INVT RELATED, MOUNT DESERT, ME, 20% OWNERSHIP, START 1/29/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER OF RENTAL PROPERTY. OAK WEALTH MANAGEMENT LLC; INV. RELATED; CONSHOHOCKEN, PA; 33.33% OWNERSHIP; FINET PRACTICE; START 5/12/2023; 160 HRS PER MONTH; 160 HRS DURING TRADING; DUTIES: MANAGING PARTNER. OWM1 INC, INVT RELATED, CONSHOHOCKEN, PA, 100% OWNERSHIP, START DATE 12/14/2023, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE S CORP.; CO-TRUSTEE FOR OAK WEALTH MANAGEMENT 401K PSP, INV RELATED, CONSHOHOCKEN, PA, START: 03/10/2024, 10 HOURS A MONTH, 10 HOURS DURING TRADING, FINET PRACTICE 401K. THE RABBIT ; INV RELATED;PHILADELPHIA,PA; SOCIAL CLUB; FINANCE COMMITTEE MEMBER; START DATE: 05/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-03 |
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