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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 | 2003-06-26 |
Branch Locations
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
659 Main St, Hellertown, PA 18055 • 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 | Quakertown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Quakertown | PA | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; ALLENTOWN, PA; OWNER; START DATE 1/1996; 2 HRS PER MONTH. EXECUTOR FOR MOTHER'S ESTATE; INV. RELATED; BETHLEHEM, PA; START DATE 11/2/2017; 4 HRS PER MONTH; 0 HRS DURING TRADING. SUCCESSOR TRUSTEE FOR SISTER; INV RELATED;MILLSBORO,DE; TRUSTEE/CO-TRUSTEE; START DATE: 03/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-02 |
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