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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 | 2026-07-24 |
| PA | RA | APPROVED | 2020-09-10 |
Branch Locations
170 Radnor Chester Road, Suite 101, Radnor, PA 19087 • 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 | Wayne | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayne | PA | 11/2016 | 09/2020 |
| Wedbush Securities Inc. | Radnor | PA | 09/2020 | Present |
(1) Bailey & Quinn Financial Consulting Group; Investment related; Randor, PA; Financial Consulting; Team Member; DBA for Wedbush Securities Business; Start 09/2020; Approx; 160 hours monthly; 160 hours per month during business hours; Duties: DBA for Wedbush Securities Business. ---- (2) Loveladies Tennis Club; Not Investment Related; Long Beach Twp, NJ; Country Club/Tennis; Committee Person, Sportsmanship Committee; Start: 05/2021; Approx: 1 hour monthly, none during business hours; Duties: Committee is dedicated to providing support for members engaged in tennis, and providing framework for good sportsmanship and rules for competition.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-20 |
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