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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-27 |
Branch Locations
1600 Jfk Blvd, Philadelphia, PA 19103 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Glenside | PA | 01/2012 | 11/2016 |
| Wells Fargo Bank Na | Glenside | PA | 12/2010 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Glenside | PA | 11/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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