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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 | 2025-01-19 |
| PA | RA | APPROVED | 2021-06-21 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
70 Buckwalter Rd Ste 1150, Royersford, PA 19468 • 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 |
|---|---|---|---|---|
| L&H Signs | Fleetwood | PA | 06/2007 | Present |
| Wachovia Bank, N.A. | Jenkintown | PA | 09/2007 | Present |
| Wells Fargo Advisors Llc | Royersford | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Royersford | PA | 11/2016 | Present |
RENTAL PROPERTY, INVT RELATED, FOGELSVILLE, PA, 100% OWNERSHIP BY FIANCE', START DATE 9/26/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, MANAGE PROPERTY, COMPLETE MAINTENANCES AND HANDLE FINANCES. POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; DOUGLASSVILLE, PA; START DATE 4/2021; 0 HRS PER MONTH. EXECUTOR FOR FATHER'S ESTATE; INV. RELATED; DOUGLASSVILLE, PA; START DATE 6/2021; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-25 |
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