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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 | 2016-08-23 |
| TX | RA | APPROVED | 2010-11-10 |
Branch Locations
221 W Philadelphia St Ste 112E, York, PA 17401 • 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 Advisors Llc | York | PA | 09/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | York | PA | 11/2016 | Present |
FATHER'S TESTAMENTARY TRUST; INV. RELATED; YORK, PA; START 7/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE UNDER WILL OF DECEASED FATHER; INV. RELATED; YORK, PA; START 11/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING. | EXECUTOR OF AUNT'S ESTATE; INVESTMENT RELATED; YORK, PA; EXECUTOR; 01/24/2025; 10 HOURS A MONTH; 10 HOURS DURING TRADING HOURS; | POWER OF ATTORNEY FOR SPOUSE; INV RELATED; YORK, PA; POA; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-03 |
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