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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| PA | RA | APPROVED | 2025-08-19 |
Branch Locations
2005 S Easton Rd [Dm-Rbo], Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kades-Margolis | Wayne | PA | 06/2024 | 09/2024 |
| Lincoln Financial Distributors | Wayne | PA | 06/2019 | 06/2024 |
| Bloomsburg University | Bloomsburg | PA | 08/2015 | 05/2019 |
| Lincoln Financial Distributors | Wayne | PA | 06/2017 | 08/2017 |
| Lincoln Financial Distributors | Wayne | PA | 06/2018 | 08/2018 |
| Lincoln Financial Distributors | Wayne | PA | 12/2017 | 01/2018 |
| Jumpin Jacks | Hatfield | PA | 06/2014 | 07/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 09/2024 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
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