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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 | 2002-11-13 |
Branch Locations
1606 Carmody Ct Ste 401, Sewickley, PA 15143 • United States
Sewickley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sewickley | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sewickley | PA | 11/2016 | Present |
CLIMAX PARTNERS; INVESTMENT RELATED; PITTSBURGH, PA; START DATE = 01/01/2000; CO-OWNER; PARTNERSHIP CREATED FOR INVESTMENTS.- BOROUGH OF SEWICKLEY ZONING HEARING BOARD; NOT INV. RELATED; SEWICKLEY, PA; BOARD MEMBER; START DATE 1/2023; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES ATTEND MEETINGS AND REVIEW REQUESTS IN LIGHT OF ZONING LAW AND APPROVE OR DENY BUILDING PERMIT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-03 |
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