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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-10 |
| NJ | RA | APPROVED | 2022-01-24 |
| PA | RA | APPROVED | 2017-02-21 |
Branch Locations
150 N Radnor-Chester Rd Ste A-100 [Qr-Rbo], Radnor, PA 19087 • United States
150 N Radnor-Chester Rd Ste A100, Radnor, PA 19087 • United States
3515 West Chester Pike, Newtown Square, PA 19073 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Jenkintown | PA | 06/2009 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 02/2017 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SOUTH OTSELIC,NY; 100% OWNERSHIP; START DATE 05/21/2021; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-13 |
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