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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-27 |
Branch Locations
One Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayne | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayne | PA | 11/2016 | 06/2018 |
| Oppenheimer & Co | Jenkintown | PA | 06/2018 | Present |
1. HILLIS PARTNERSHIP INVESTMENT RELATED ADDRESS: RESIDENT LOCATION INVESTMENTS IN MARKETABLE SECURITIES MANAGING DIRECTOR 6/1/1990 8 HOURS/MONTH 0 HOURS/MONTH MANAGE THE INVESTMENTS 2. HILLIS MANAGEMENT INVESTMENT RELATED 315 GRAYS LANVE HAVERFORD, PA 19041 MANAGER OF HILLIS PARTNERSHIP OWNER 6/1/1990 1 MINUTE/MONTH 0 HOURS/MONTH MANAGE THE INVESTMENTS OF HILLIS PARTNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-27 |
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