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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
3701 Corporate Pkwy Ste 130, Center Valley, PA 18034-8230 • United States
161 Washington St Ste 1300, Conshohocken, PA 19428-2055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | 09/2018 |
| Stifel Nicolaus & Co Inc | Center Valley | PA | 09/2018 | 11/2025 |
| Ameriprise Financial Services, Llc | Conshohocken | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-09 |
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