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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-18 |
| PA | RA | APPROVED | 2020-12-01 |
Branch Locations
170 Radnor Chester Road, Suite 101, Radnor, PA 19087 • United States
Miami Beach, FL • United States
110 Front Street, Suite 311, Jupiter, FL 33477 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Conshohocken | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | 11/2020 |
| Wedbush Securities Inc. | Radnor | PA | 11/2020 | Present |
(1) BUCHAREST INVESTMENT PROPERTIES LLC; INVESTMENT RELATED; BUCHAREST, ROMANIA; PARTNERSHIP; START: 6/2018; APPROX: 1 HOUR YEARLY, NONE DURING BUSINESS HOURS; DUTIES: REAL ESTATE DEVELOPEMENT. (2) BLUESTEIN WEALTH MANAGEMENT; INVESTMENT RELATED; RADNOR, PA; DBA FOR WEDBUSH SECURITIES BUSINESS; MANAGING DIRECTOR; ADVISOR; START: 11/2020; APPROX: 50 HOURS WEEKLY AND 50 HOURS WEEKLY DURING BUSINESS HOURS; DUTIES: DBA FOR WEDBUSH SECURITIES BUSINESS, ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-21 |
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