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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 | 2025-03-06 |
| PA | RA | APPROVED | 2024-06-20 |
| DE | RA | APPROVED | 2017-12-18 |
Branch Locations
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
Ladendenberg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wilmington | DE | 12/2016 | Present |
| Portfolio One New York, Llc | New York | NY | 06/2016 | 12/2016 |
BEARTOOTH INVESTMENTS, LLC DBA HEIRLOOM WEALTH ADVISORS; INV. RELATED; WILMINGTON,DE; 4% OWNERSHIP; START DATE 01/01/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 130; FINET PRACTICE. BEAR TOOTH ACQUISITIONS, LLC DBA MURPHY WEALTH MANAGEMENT, LLC, INVT RELATED, WILMINGTON, DE, 4% OWNERSHIP, START DATE 6/1/2023, NUMBER OF HERS PER MONTH AND DURING TRADING IS VARIOUS, FINET PRACTICE. ROBERT CARWITHEN MUSIC FOUNDATION, NOT INVT RELATED, LAFAYETTE HILL, PA, MEMBER OF BOARD OF TRUSTEES, START DATE 8/1/2023, 2 HRS PER MONTH AND DURING TRADING, ATTENDING MEETINGS TO VOTE ON RECIPIENTS OF SCHOLARSHIPS AND ASSIST IN PREPARATION OF MEETING MATERIALS. HEIRLOOM AFFILIATE MANAGEMENT LLC; INV RELATED; WILMINGTON, DE; 4% OWNERSHIP; START DATE 1/1/2025; 20 HOURS PER MONTH; 20 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
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