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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 |
|---|---|---|---|
| WY | RA | APPROVED | 2022-01-25 |
| PA | RA | APPROVED | 2021-10-18 |
Branch Locations
1200 Liberty Ridge Dr Ste 210, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Berwyn | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Berwyn | PA | 11/2016 | 10/2021 |
| Wells Fargo Advisors Financial Network, Llc | Wayne | PA | 10/2021 | Present |
ST. PETER'S CHURCH, INVT RELATED, MALVERN, PA, ENDOWMENT COMMITTEE MEMBER, START 1/1/2016, 2 HRS PER MONTH, 0 HRS DURING TRADING, DISCUSS PROCESSES AND RETURNS OF OUTSIDE MANAGERS AND INITIATIVES WITHIN THE CHURCH TO ENHANCE ENDOWMENT GIVING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-05 |
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