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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-20 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
20 Cassidy Dr Ste 101 [Satellite], Bluffton, SC 29910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bluffton | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bluffton | SC | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Bluffton | SC | 01/2023 | Present |
PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV. RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HRS PER MONTH; 8 HRS DURING TRADING; DUTIES: PROVIDE INSURANCE SOLUTIONS TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-04 |
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