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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 | 2018-01-18 |
| NJ | RA | APPROVED | 2016-08-04 |
| PA | RA | APPROVED | 2016-07-29 |
Branch Locations
120 N Pointe Blvd Ste 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Myerstown | PA | 07/2016 | Present |
| Wells Fargo Advisors, Llc | Myerstown | PA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Myerstown | PA | 11/2016 | Present |
CROSSWAY CHURCH, INVT RELATED, MILLERSVILLE, PA, FINANCE COMMITTEE MEMBER, START DATE 11/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS BUDGET, P&L REPORTS AND SET SALARIES FOR STAFF. RENTAL PROPERTY - SUNDRA; INV RELATED; LANCASTER, PA; RENT;100% OWNERSHIP; START DATE: 11/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-20 |
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