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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-15 |
| PA | RA | APPROVED | 2022-06-15 |
| TX | RA | APPROVED | 2022-06-14 |
Branch Locations
2005 S Easton Rd Ste 108 Doylestown Commerce Center, 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Newtown | PA | 09/2015 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 06/2022 | Present |
GENERAL CHURCH OF THE NEW JERUSALEM, INV RELATED, BRYN ATHYN, PA, BOARD MEMBER, START 7/1/2022, 4 HOURS PER MONTH, 2 HOURS DURING TRADING, EVALUATING PERFORMANCE OF THE INVESTMENT ADVISOR VS. INVESTMENT POLICY STATEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-09 |
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