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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-13 |
| OH | RA | APPROVED | 2022-06-10 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cleveland | OH | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 06/2022 | Present |
WEALTH JOURNEY ADVISORS, LLC, INVT RELATED, MACEDONIA, OH, 100% OWNERSHIP, START DATE 6/13/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, PASS THRU ENTITY FOR FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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