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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 | 2020-11-18 |
Branch Locations
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usf Securities, L.P. | Philadelphia | PA | 06/2005 | Present |
| Purshe Kaplan Sterling | Albany | NY | 05/2009 | Present |
| Purshe Kaplan Sterling | Albany | NY | 01/2008 | Present |
| Wells Fargo Advisors Llc | Jenkintown | PA | 11/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | Present |
ELITE HOME HEALTH CARE; NOT INV RELATED; JENKINTOWN, PA; CAREGIVER; START DATE 07/31/2025; 20 HOURS PER MONTH; 0 HOURS DURING TRADING | POWER OF ATTORNEY FOR MOTHER; INV RELATED; PHILADELPHIA, PA; POA; START DATE 07/31/2025; 15 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS | POWER OF ATTORNEY FOR FATHER; INV RELATED; PHILADELPHIA, PA; POA; 07/2025; 3 HOURS PER MONTH; 0 HOURS DURING TRADING; HELPING PARENT MANAGE AFFAIRS| ELITE HOME HEALTH CARE; NOT INV RELATED; JENKINTOWN, PA; CAREGIVER; 07/2025; 20 HOURS PER MONTH; 0 DURING TRADING; PROVIDING HOME HEALTH CARE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-10-02 |
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