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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-04 |
| PA | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
2003 S Easton Rd Ste 208, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 06/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Jenkintown | PA | 01/2023 | Present |
TRUSTEE FOR MOTHER'S TRUST; INVESTMENT RELATED; RICHBORO, PA; START DATE 05/28/2004; 0 HRS PER MONTH; 0 DURING TRADING. KM FINANCIAL, LLC; INV. RELATED; DOYLESTOWN,PA; 40% OWNERSHIP; START DATE 09/30/2022; NUMBER OF HOURS PER MONTH 175; NUMBER OF HOURS DURING TRADING 130; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-07 |
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