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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 | 2024-05-03 |
| PA | RA | APPROVED | 2024-02-28 |
Branch Locations
7782 Crittenden St, Philadelphia, PA 19118 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
161 S Easton Rd, Glenside, PA 19038 • United States
101 E Olney Ave, Philadelphia, PA 19120 • United States
700 Adams Ave, Philadelphia, PA 19124 • United States
341 W Cheltenham Ave, Elkins Park, PA 19027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Horsham | PA | 05/2022 | 07/2023 |
| Jp Morgan Chase | Wilmington | DE | 04/2019 | 04/2022 |
| Kelly Services | Philadelphia | PA | 01/2019 | 03/2019 |
| Student | Philadelphia | PA | 01/2018 | 01/2018 |
| Watoto After School Care Inc | Philadelphia | PA | 10/2011 | 12/2018 |
| Equitable Financial Advisors, Llc | New York | NY | 07/2023 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Chesterbrook | PA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-09 |
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