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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 | 2016-08-25 |
| NJ | RA | APPROVED | 2002-07-15 |
Branch Locations
1010 Stony Hill Rd Ste 100, Yardley, PA 19067 • 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 | Yardley | PA | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Yardley | PA | 11/2016 | Present |
TRUSTEE OF FATHER'S TRUST; INV. RELATED; RICHBORO, PA; START DATE 2/2022; 1 HR PER MONTH; 0 HRS DURING TRADING. EXECUTOR OF FATHER'S ESTATE; INV. RELATED; RICHBORO, PA; START DATE 3/2022; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-24 |
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