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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-08 |
Branch Locations
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Exton | PA | 04/2023 | Present |
| Wells Fargo Bank, Na | Exton | PA | 03/2019 | Present |
| M&T Bank | Wilmington | DE | 11/2018 | 03/2019 |
| Bb&T Bank | Avon Grove | PA | 08/2018 | 11/2018 |
| Lifetime Athletics | Ardmore | PA | 09/2017 | 07/2018 |
| Acac Athletic Club | West Chester | PA | 07/2017 | 09/2017 |
| Pnc Bank | Paoli | PA | 01/2017 | 07/2017 |
| Wells Fargo Bank, Na | Concordville | PA | 06/2015 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-20 |
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