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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 | 2023-03-03 |
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
2005 South Easton Rd. Suite 204, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Doylestown | PA | 02/2008 | 09/2017 |
| Wells Fargo Clearing Services Llc | Doylestown | PA | 09/2017 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Doylestown | PA | 03/2023 | Present |
NESHAMONY UNITED METHODIST CHURCH, INV RELATED, HULMEVILLE, PA, FINANCE COMMITTEE MEMBER, START 1/1/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, DISSUCSSING INCOME, SPENDING BUDGET, AND DISTRIBUTION OF FUNDS TO THE CHURCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-13 |
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