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201 South State St Suite 2A, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-01 |
Branch Locations
201 South State St Suite 2A, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Yardley | PA | 06/2017 | 08/2017 |
| Wells Fargo Advisors Financial Network Llc | Newtown | PA | 06/2018 | 09/2018 |
| Wells Fargo Advisors Financial Network, Llc | Newtown | PA | 06/2019 | 04/2021 |
| Penn State University | State College | PA | 08/2016 | 05/2019 |
| Jmac Enterprises, Llc | Newton | PA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-01 |
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