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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 | 2017-09-08 |
| TX | RA | APPROVED | 2017-09-08 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 10/2009 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | Collegeville | PA | 09/2017 | Present |
AZZARA WEALTH MANAGEMENT, LLC, INVT RELATED, PHOENIXVILLE, PA, 100% OWNERSHIP, START DATE 11/6/2017, 180 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, PROVIDE INSURANCE SOLUTIONS TO CLIENTS AND PROSPECTS. ASG-D300 LLC; INV RELATED; COLLEGEVILLE,PA; GROUP EXPENSES;20% OWNERSHIP; START DATE: 01/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-14 |
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