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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 | 2021-06-18 |
Branch Locations
1200 E Lancaster Ave, Bryn Mawr, PA 19010 • 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 Advisors Llc | Reading | PA | 04/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | Present |
ST. ELIZABETH CHURCH PARISH, INVT RELATED, CHESTER SPRINGS, PA, FINANCE COMMITTEE MEMBER, START DATE 08/26/2025,3 HRS PER MONTH, 0 HRS DURING TRADING | POWER OF ATTORNEY FOR MOTHER; INV RELATED; MANCHESTER, NJ; POA; START DATE: 06/26/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING HOURS; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-10 |
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