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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 | 2025-07-31 |
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
101 West Elm Street 420 3Rd Fl, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 05/2018 | 07/2025 |
| Sei Investments | Oaks | PA | 06/2017 | 05/2018 |
| Franklin & Marshall College | Lancaster | PA | 09/2013 | 05/2017 |
| Wells Fargo Advisors Financial Network, Llc | Conshohocken | PA | 07/2025 | Present |
FRANK BROOKS FLORIO WEALTH MANAGEMENT, LLC; INV RELATED; CONSHOHOCKEN, PA; USED TO SUPPORT TRANSITION FROM PCG TO FINET; 8.1% OWNERSHIP; START DATE 01/28/2025; 160 HOURS PER MONTH; 160 HOUR DURING TRADING| FLORIO FINANCIAL LLC; INV RELATED; CONSHOHOCKEN, PA; 100% OWNERSHIP; START DATE 08/01/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING HOURS; FINET TRANSITION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
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