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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2016-02-05 |
| PA | RA | APPROVED | 2016-02-01 |
Branch Locations
955 Chesterbrook Blvd Ste 320, Chesterbrook, PA 19087 • United States
19950 W Country Club Dr 9Th Fl, Aventura, FL 33180 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Berwyn | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 11/2016 | Present |
EXECUTOR FOR MOTHER, INV RELATED, MALVERN, PA, START: 5/24/2023, 4 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-19 |
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