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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_RES | 2016-09-13 |
| PA | RA | APPROVED | 2006-12-08 |
Branch Locations
707 Eagleview Blvd Ste 104 1St Fl, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Malvern | PA | 05/2009 | Present |
CLARK & GOSHOW FINANCIAL STRATEGIES GROUP LLC, INV RELATED, 100% OWNERSHIP, START 12/1/2006, 50 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.; MERCY INVESTMENT SERVICES, INV RELATED, ST. LOUIS, MO, INVESTMENT COMMITTEE MEMBER, START: 8/09/2017, 3 HRS/MONTH, 0 HRS DURING TRADING, FORMULATION AND AMENDMENT OF INVESTMENT POLICY, ESTABLISH GOALS AND OBJECTIVES, APPROVAL OF INVESTMENT CONSULTANTS. LAND RENTAL PROPERTY; INV RELATED; WRIGHTSVILLE, PA; 100% OWNERSHIP; START 04/19/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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