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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-03 |
| 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 | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Jenkintown | PA | 01/2023 | Present |
CHESTNUT HILL COLLEGE; NOT INV RELATED; PHILADELPHIA, PA; COLLEGE INSTITUTION; INVESTMENT COMMITTEE MEMBER; START DATE 02/24/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | KM FINANCIAL, LLC; INV RELATED; DOYLESTOWN, PA; FINET PRACTICE; 33% OWNERSHIP; START DATE 01/03/2023; 170 HOURS PER MONTH; 170 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-22 |
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