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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 | 2020-03-06 |
Branch Locations
786 Sumneytown Pike, Lansdale, PA 19446 • United States
20 S Main St, Telford, PA 18969 • United States
1758 Allentown Rd, Lansdale, PA 19446 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 10/2009 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Lansdale | PA | 03/2020 | Present |
POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; NORTH WALES, PA; START 3/2010.; CO-EXECUTOR FOR MOTHER, INV RELATED, LANSDALE, PA, START: 2/21/2023, 10 HOURS A MONTH, 2 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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