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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 | 2025-07-15 |
| NJ | RA | APPROVED | 2021-04-09 |
| PA | RA | APPROVED | 2021-04-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Citizens Bank | King Of Prussia / West Chester | PA | 05/2009 | 03/2018 |
| Citizens Securities Inc | West Chester | PA | 09/2016 | 03/2018 |
| Wells Fargo Bank, Na | Exton | PA | 03/2018 | Present |
| Wells Fargo Clearing Services, Llc | Exton | PA | 03/2018 | Present |
RENTAL PROPERTY, INV RELATED, DOWNINGTOWN, PA, 100% OWNERSHIP WITH SPOUSE, START 12/26/2013, .5 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. SHARANAM, INC.; NOT INVESTMENT RELATED; DOWNINGTOWN, PA; 100% OWNERSHIP BY SPOUSE; CHECK SIGNER; START 12/1/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; EMERGENCY BACKUP. RENTAL PROPERTY; INVESTMENT RELATED; DOWNINGTOWN, PA; 100% OWNERSHIP; START 9/1/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INV RELATED, DOWNINTOWN, PA, 100% OWNERSHIP, START 1/24/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-14 |
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