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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 | 2026-03-25 |
| PA | RA | APPROVED | 2016-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Harrisburg | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Harrisburg | PA | 11/2016 | Present |
EXECUTOR FOR FATHER'S ESTATE; INV. RELATED; MECHANICSBURG, PA; START DATE 7/2020; 5 HRS PER MONTH; 0 HRS DURING TRADING.; TRUSTEE FOR SISTER, INV RELATED, BOILING SPRINGS, PA, START: 9/15/2020, 2 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FEES FOR SISTER'S TRUST, INV RELATED, BOILING SPRINGS, PA, START: 9/15/2020, 2 HRS/MONTH, 0 HRS DURING TRADING. | POWER OF ATTORNEY FOR MOTHER; INV RELATED; HARRISBURG, PA; POA; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA FOR MOTHER BEVERLY LONG ESTATE.; NOT INV RELATED;MECHANICSBURG,PA; MOTHER'S ESTATE; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 08/10/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
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