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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 | 2017-04-20 |
| PA | RA | APPROVED | 2015-09-21 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 05/2014 | Present |
NOTARY PUBLIC, NOT INV RELATED, STATE OF PENNSYLVANIA, START 4/17/2019, .25 HOURS PER MONTH, ZERO DURING TRADING, NOTARIZE DOCUMENTS. GEISS ASSET MANAGEMENT, LLC; INVESTMENT RELATED; NEWTOWN,PA; 100% OWNERSHIP; START DATE 01/01/2016; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 140; OWNER OF FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-19 |
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