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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2016-08-24 |
| NM | RA | APPROVED | 2009-09-15 |
| TX | RA | APPROVED_RES | 2009-01-09 |
Branch Locations
955 Chesterbrook Blvd Ste 320, Chesterbrook, PA 19087 • United States
Berwyn, PA • 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 |
BENEFICIARY FOR PATRICIA A LAIRD ESTATE; NOT INV RELATED; BERWYN,PA; INHERITANCE ; BENEFICIARY; START DATE: 08/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-11 |
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