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1800 Chapel Avenue West Suite 340, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-10-11 |
Branch Locations
1800 Chapel Avenue West Suite 340, Cherry Hill, NJ 08002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Marlton | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Marlton | NJ | 11/2016 | 10/2019 |
| Mk3 Wealth Llc | Voorhees | NJ | 10/2019 | Present |
DISTRICT ETHICS COMMITTEE, DISTRICT IIIB OF BURLINGTON COUNTY; NOT INV. RELATED; NEW BRUNSWICK, NJ; COMMITTEE MEMBER; START DATE 9/1/2016; 4 HRS PER MONTH; 4 HRS DURING TRADING; DUTIES ATTEND COMMITTEE MEETINGS AND REVIEW CASES OF GRIEVANCES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-19 |
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