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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_RES | 2026-04-20 |
| PA | RA | APPROVED | 2009-04-28 |
Branch Locations
One Fayette St Ste 200 Two Tower Bridge, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | Present |
AVENUE NORTH RENAISSANCE, INV RELATED, PHILADELPHIA, PA, TREASURER, START 6/1/2014, 5 HOURS PER MONTH, ZERO DURING TRADING, PAYING FEES AND EXPENSES.; EXECUTOR FOR FATHER, INV RELATED, FT WASHINGTON, PA, START: 1/14/2021, 1 HR/MONTH, 0 HRS DURING TRADING. WAGNER FREE INSTUTITE OF SCIENCE; INV RELATED;PHILADELPHIA,PA; MUSEUM AND EDUCATIONAL CENTER; TREASURER; START DATE: 05/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-30 |
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