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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 | 2018-10-22 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • 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 | Conshohocken | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | 10/2018 |
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 10/2018 | Present |
RENTAL PROPERTY, INV RELATED, SELBYVILLE, DE, 100% OWNERSHIP, START 5/1/2017, 5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. VIOLA WEALTH MANAGEMENT LLC, INV RELATED, COLLEGEVILLE, PA, 100% OWNERSHIP, START 8/10/2018, .005 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. VIOLA WEALTH MANAGEMENT LLC INDIVIDUAL 401K; INV. RELATED; COLLEGEVILLE, PA; TRUSTEE FOR FINET PRACTICE; START 10/2019; LESS THAN 1 HR PER MONTH; 0 HRS PER MONTH. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS. ASG-D300, LLC; INV RELATED; COLLEGEVILLE,PA; MANAGE EXPENSES;20% OWNERSHIP;START DATE: 01/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-29 |
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