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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-12 |
| PA | RA | APPROVED | 2015-10-05 |
Branch Locations
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
1977 Norristown Rd, Maple Glen, PA 19002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Plymouth Meeting | PA | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 11/2016 | Present |
TBREI LP, INV RELATED, GWYNEDD VALLEY, PA, 50% OWNERSHIP, START 4/1/2011, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING HOURS, OWNS SINGLE FAMILY HOMES. EXECUTOR FOR MOTHER'S ESTATE, INV RELATED, NORTH WHALES, PA, START 1/16/2019, 3 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, NORTH WALES, PA, START: 9/8/2021, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-06 |
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