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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 | 2024-07-18 |
| TX | RA | APPROVED | 2024-07-18 |
Branch Locations
100 N 18Th St 21St Fl [Vf-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester University | West Chester | PA | 08/2018 | 06/2022 |
| Conrad Weiser High School | Robesonia | PA | 08/2014 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2023 | Present |
| Vanguard | Malvern | PA | 06/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-31 |
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