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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 | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Camp Hill | PA | 10/2022 | 05/2026 |
| Pennsylvania Higher Education Assistance Agency | Harrisburg | PA | 08/2013 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Lemoyne | PA | 05/2026 | Present |
*525766 - Jt Dorsey Foundation; Investment related -No; Harrisburg, Pennsylvania,; Coach-Mentor (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 12 RENTAL PROPERTY - 14TH; INV RELATED;HARRISBURG,PA; APARTMENT BUILDINGS;17% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; 14TH STREET DEVELOPMENT LLC; INV RELATED;HARRISBURG,PA; APARTMENT BUILDINGS;17% OWNERSHIP; START DATE: 05/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
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