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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
4665 Perkiomen Ave, Reading, PA 19606 • United States
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Reading | PA | 03/2010 | Present |
| Wells Fargo Advisors Llc | Reading | PA | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | Present |
BOY SCOUT TROOP 319, INVT RELATED, READING, PA, TREASURER, START DATE 9/1/2020, 6 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO ACCEPT DUES AND PAYMENTS FROM PARENTS FOR ACTIVITIES. RENTAL PROPERTY; INV RELATED; CENTRE HALL, PA; 100% OWNERSHIP WITH SPOUSE; START DATE 4/15/2024; 2 HOURS PER MONTH; 0 DURING TRADING; OWENR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-02 |
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