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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 | 2026-01-14 |
| PA | RA | APPROVED | 2026-01-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Berwyn | PA | 06/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 11/2016 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Exton | PA | 01/2026 | Present |
FOX WEALTH PARTNERS, LLC; INV RELATED; EXTON, PA; 100% OWNERSHIP; 01/2026; 160 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE | 309 EXTON COMMONS, LLC; INV RELATED; DOWNINGTOWN, PA; 100% OWNERSHIP WITH SPOUSE; 07/2025; 10 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY| COMMERCIAL RENTAL PROPERTY; INV RELATED; EXTON, PA; 100% OWNERSHIP WITH SPOUSE; 07/2025; 10 HOURS PER MONTH; 0 DURING TRADING; BUSINESS RENTAL SPACE FOR FINET PRACTICE |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-07 |
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