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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 | 2026-07-28 |
Branch Locations
732 W Street Rd, Warminster, PA 18974 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 05/2026 | Present |
| The Vanguard Group, Inc. | Malvern | PA | 02/2025 | 05/2026 |
| Spring-Ford 10-12 Grade Center | Royersford | PA | 08/2017 | 05/2020 |
| Wibs | Collegeville | PA | 11/2019 | 11/2019 |
| Montgomery County Community College | Blue Bell | PA | 08/2020 | 07/2021 |
| Domino's | Royersford | PA | 10/2020 | 01/2021 |
| University Of South Florida | Tampa | FL | 08/2021 | 05/2024 |
| Unemployed | Collegeville | PA | 06/2024 | 10/2024 |
| Crunch Fitness | Norristown | PA | 11/2024 | 11/2024 |
| Unemployed | Collegeville | PA | 12/2024 | 01/2025 |
| Spring-Ford 9Th Grade Center | Royersford | PA | 08/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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