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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 | 2026-01-22 |
Branch Locations
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
2901 S Eagle Rd, Newtown, PA 18940 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Haverford | PA | 08/2020 | 05/2024 |
| J.P. Morgan Securities Llc | Haverford | PA | 08/2020 | 05/2024 |
| Delta-T-Group | Bryn Mawr | PA | 10/2019 | 03/2020 |
| Key Bank | Ambler | PA | 03/2017 | 10/2018 |
| Citizens Bank | East Norriton | PA | 04/2010 | 01/2017 |
| Unemployed | Plymouth Meeting | PA | 02/2017 | 02/2017 |
| Unemployed | Plymouth Meeting | PA | 11/2018 | 09/2019 |
| Unemployed | Plymouth Meeting | PA | 04/2020 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Newtown | PA | 08/2024 | Present |
| Wells Fargo Bank, Na | Newtown | PA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-01 |
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