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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-27 |
| PA | RA | APPROVED | 2021-03-18 |
Branch Locations
One Fayette St Ste 200 Two Tower Bridge, Conshohocken, PA 19428 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Conshohocken | PA | 01/2009 | 03/2021 |
| Wells Fargo Clearing Services, Llc. | Conshohocken | PA | 03/2021 | Present |
1340 SWEDESFORD INVESTORS LLC, INVT RELATED; BERWYN, PA; 24% OWNERSHIP; HOLDS VAULT STORAGE AND CAR VAULT STORAGE FACILITIES; START DATE 1/26/2017 - NAME CHANGE FILED 12/14/2023; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND 2 MEETINGS MONTHLY TO DISCUSS THE INVESTMENT AND HOW TO MAKE IT BETTER. EASTERN SHORE SELF STORANGE LLC; NOT INV RELATED; CHESTERTOWN, MD; 24% OWNRESHIP; STORAGE UNITS; START DAE 8/14/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-30 |
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