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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-03 |
| PA | RA | APPROVED | 2021-06-24 |
Branch Locations
6720 North Scottsdale Road Suite 150, Scottsdale, AZ 85253 • United States
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Scottsdale | AZ | 01/2001 | 06/2021 |
| Hirtle, Callaghan & Co., Llc | West Conshohocken | PA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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