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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 | 2025-01-17 |
| TX | RA | APPROVED_RES | 2021-03-31 |
| PA | RA | APPROVED | 2003-06-26 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
481 W Germantown Pike, Plymouth Meeting, PA 19462 • United States
1375 Skippack Pike, Blue Bell, PA 19422 • United States
Ocean City, NJ • United States
Upper Gwynedd, PA • 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 | Plymouth Meeting | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 11/2016 | Present |
EXECUTOR FOR DOMESTIC PARTNER; INV RELATED; UPPER GWYNEDD; PA; START: 10/16/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING. POWER OF ATTORNEY FOR DOMESTIC PARTNER; INV RELATED; UPPER GWYNEDD; PA; START: 10/16/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-05 |
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