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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 | 2021-03-01 |
| PA | RA | APPROVED | 2014-07-28 |
Branch Locations
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
1601 N Cedar Crest Blvd, Allentown, PA 18104 • 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 |
|---|---|---|---|---|
| Desales University | Center Valley | PA | 10/2012 | Present |
| Wells Fargo Advisors, Llc | Allentown | PA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | Present |
DESALES UNIVERSITY, NOT INVESTMENT RELATED, CENTER VALLEY, PA. ADJUNCT INSTRUCTOR. STARTED 09/15/12, 1 HOUR MONTHLY,0 DURING TRADING HOURS, FINANCE COURSE INSTRUCTOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-20 |
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