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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-01 |
| NJ | RA | APPROVED | 2023-03-02 |
| PA | RA | APPROVED | 2023-03-02 |
| TX | RA | APPROVED | 2023-03-02 |
Branch Locations
Scottsdale, AZ • United States
2005 South Easton Rd. Suite 204, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Doylestown | PA | 03/2023 | Present |
FRANCIS FURGIUELE CONSULTING, LLC, INVT RELATED, DOYLESTOWN, PA, 100% OWNERSHIP, START DATE 3/6/2023, 160 HRS PER MONTH, ALL HRS DURING TRADING, FINET PRACTICE. MERIDIAN WEALTH MANAGEMENT GROUP, LLC, INVT RELATED, DOYLESTOWN, PA, 50% OWNERSHIP, START DATE 1/7/2023, 160 HRS PER MONTH, 100 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-24 |
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