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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 | 2023-09-14 |
Branch Locations
1120 W Chester Pike, Havertown, PA 19083 • United States
2900 Island Ave Ste 2904, Philadelphia, PA 19153 • United States
220 Macdade Blvd, Folsom, PA 19033 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Havertown | PA | 10/2015 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 09/2023 | Present |
POWER OF ATTORNEY FOR FATHER, INV RELATED, MALVERN, PA, START: 9/27/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-23 |
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