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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-15 |
| TX | RA | APPROVED | 2017-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayne | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayne | PA | 11/2016 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Exton | PA | 09/2017 | Present |
I*385293, Entity Type: Entity Charitable, Name of OBA: Delaware County Medical Society Public Health Fund, Address: Phoenixville, Pennsylvania 19460, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 01/01/2009, No Hours: 35, No Hours during trading: 0, Duties: DCMS meets once a year to review and distribute grant money to charities servicing the Delaware County communities. My responsibilities include preparing all information for their annual meeting in November, receiving, organizing, and mailing grants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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