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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 | 2025-05-20 |
Branch Locations
709 E Philadelphia Ave, Boyertown, PA 19512 • United States
1375 Skippack Pike, Blue Bell, PA 19422 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 02/2023 | 08/2023 |
| Giant | West Grove | PA | 07/2020 | 08/2023 |
| University Of Delaware | Newark | DE | 01/2021 | 12/2022 |
| Univeristy Of Delaware | Wilmington | DE | 02/2019 | 01/2021 |
| Edge Fitness | Christiana | DE | 02/2019 | 06/2021 |
| Ymca | West Grove | PA | 02/2017 | 12/2019 |
| Santa Fe Bar And Grill | Newark | DE | 12/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 01/2024 | 04/2025 |
| Unemployed | Lincoln University | PA | 09/2023 | 12/2023 |
| Bank Of America, N.A | Wilmington | DE | 03/2024 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 04/2025 | Present |
KLINE'S ARMORY; NOT INV RELATED; LINCOLN UNIVERSITY,PA; TRANSFERRING OWNERSHIP OF FIREARMS, SELLING AMMO, AND OTHER RELATED ITEMS ;100% OWNERSHIP; START DATE: 08/31/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-25 |
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