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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 | 2015-08-03 |
| PA | RA | APPROVED | 2014-10-28 |
Branch Locations
438 Fayette St, Conshohocken, PA 19428 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Conshohocken | PA | 09/2014 | Present |
| Wells Fargo Advisors, Llc | Conshohocken | PA | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | Present |
HEALTHY SUSTAINABLE LIFESTYLE; INV RELATED; PLYMOUTH MEETING, PA; 100% OWNERSHIP; START 09/15/2023; 10 HOURS PER MONTH; 0 HOURS DURING TRADING; CONTENT CREATOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
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