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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 | 2022-04-05 |
| TX | RA | APPROVED_RES | 2020-01-31 |
Branch Locations
1 Meridian Blvd Ste 3B01 [Support Center], Wyomissing, PA 19610 • United States
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Reading | PA | 03/2019 | Present |
| Lords & Ladies Salon & Medical Spa | Sinking Spring | PA | 05/2016 | 03/2020 |
| Morgan Stanley | Wyomissing | PA | 08/2017 | 05/2018 |
| Uhrig Construction | Reading | PA | 05/2018 | 03/2019 |
| Brenntag Specialties | Reading | PA | 05/2017 | 05/2018 |
| Greater Reading Chamber Alliance | Reading | PA | 05/2017 | 08/2017 |
| Berks County Living Magazine | Reading | PA | 05/2017 | 08/2017 |
| Pennsylvania State University | Wyomissing | PA | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-21 |
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