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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 | 2022-07-22 |
| FL | RA | APPROVED | 2019-01-29 |
| PA | RA | APPROVED | 2009-02-19 |
Branch Locations
4905 W Tilghman St Ste 350 [Da-Rbo], Allentown, PA 18104 • 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 | Lehighton | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lehighton | PA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, ST AUGUSTINE BEACH, FL, 100% OWNER, START: 10/8/2016, 0 HOURS, NO DUTIES.; OCEANS SIX HOA; NOT INV. RELATED; ST AUGUSTINE, FL; PRESIDENT; HOA; START DATE 11/2019; 1 HR PER MONTH; 0 HRS DURING TRADING.; ZOEY FARMS, LLC, INVT RELATED, TAMAQUA, PA, 51% OWNERSHIP, START DATE 12/10/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER.; RENTAL PROPERTY; INV RELATED; ST AUGUSTINE, FL; 100% OWNERSHIP; START: 11/1/2023; 0 HOURS PER MONTH; 0 DURING TRADING; OWNER.; POWER OF ATTORNEY FOR FATHER, INV RELATED, KUTZTOWN, PA, START: 2/17/2020, 5 HOURS PER MONTH, 2 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-12 |
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