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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 | 2017-09-01 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 01/2017 | Present |
| Strathmann Lumber Company | Southampton | PA | 06/2010 | Present |
| Urological Associates, P.C. | Langhorne | PA | 06/2013 | 01/2017 |
| Temple University | Philadelphia | PA | 08/2015 | Present |
GEISS WEALTH MANAGEMENT, LLC, INVT RELATED, YARDLEY, PA, 100% OWNERSHIP, START DATE 12/11/2023, 180 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HOURS PER MONTH; 8 DURING TRADING; INSURANCE PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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