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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 |
| NJ | RA | APPROVED | 2023-03-02 |
| TX | RA | APPROVED | 2023-03-02 |
Branch Locations
2003 S Easton Rd Ste 208, Doylestown, PA 18901 • 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 | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Doylestown | PA | 03/2023 | Present |
DENNIS COONEY CONSULTING, LLC, INVT RELATED, DOYLESTOWN, PA, 100% OWNERSHIP, START DATE 3/6/2023, 160 HRS PER MONTH AND ALL HRS DURING TRADING, FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, DOYLESTOWN, PA, START: 1/1/2021, 2 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-19 |
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