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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-08 |
| TX | RA | APPROVED_RES | 2012-06-12 |
| CA | RA | APPROVED | 2012-06-11 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
10 North State Street [Satellite], Newtown, PA 18940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Yardley | PA | 06/2012 | Present |
411 HARLEYSVILLE PIKE, LLC; INVESTMENT RELATED; SOLEBURY, PA; COMMERCIAL RENTAL PROPERTY; 100% OWNERSHIP WITH SPOUSE; START DATE 7/2010; 0 HOURS PER MONTH. EXECUTOR FOR MOTHER'S ESTATE; INV RELATED; LANSDALE, PA; START: 2/10/17; 20 HRS/MO; 1 DURING TRADING. TRUSTEE FOR CORNAGIE WEALTH MGMT 401K; INV RELATED; YARDLEY, PA; START: 6/2013; 4 HRS/MO; 4 DURING TRADING. CORNAGIE WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; YARDLEY, PA; 100% OWNERSHIP; START DATE 06/01/2012; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 168.7; OWNER OF FINET PRACTICE. EXECUTOR FOR FRIEND, INV RELATED, PENNSBURG, PA, START: 5/12/2022, 1 HR/MONTH, 0 HRS DURING TRADING. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HOURS PER MONTH; 8 DURING TRADING; INSURANCE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-28 |
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