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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 | 2012-04-16 |
Branch Locations
2005 S Easton Rd Ste 108 Doylestown Commerce Center, Doylestown, PA 18901 • 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 | Doylestown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 11/2016 | Present |
MARY MOTHER OF THE REDEEMER FINANCE COUNCIL, INV RELATED, NORTH WALES, PA, BOARD MEMBER, START 3/8/2017, 2 HOURS PER MONTH, ZERO DURING TRADING; EXECUTOR FOR FATHER-IN-LAW, INV RELATED, UPPER ARLINGTON, OH, START: 6/26/2024, 10 HOURS A MONTH, 2 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-02 |
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