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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-06-26 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
700 Route 46 E [Satellite], Fairfield, NJ 07004 • 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 Financial Network, Llc | Fairfield | NJ | 06/2012 | Present |
TRUSTEE FOR FRIEND, INV RELATED, TOWACO, NJ, START: 2012, 1 HOUR PER MONTH/0 DURING TRADING. MARATHON FINANCIAL, LLC, INVT RELATED, FAIRFIELD, NJ, 100% OWNERSHIP, START DATE 6/12/2012, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-06 |
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