Kathleen Lansing

Wells Fargo Advisors Financial Network, LLC

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Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2019-05-03

PA RA
APPROVED

Since 2019-05-03

Branch Locations

2003 S Easton Rd Ste 208, Doylestown, PA 18901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oppenheimer & Co Inc	Radnor	PA	02/2012	10/2018
Wells Fargo Advisors Financial Network, Llc	Doylestown	PA	05/2019	Present
Home	Jenkintown	PA	10/2018	04/2019

02/2012 → 10/2018

Oppenheimer & Co Inc

Radnor, PA
05/2019 → Present

Wells Fargo Advisors Financial Network, Llc

Doylestown, PA
10/2018 → 04/2019

Home

Jenkintown, PA

Previous Registrations

2012-02-13 → 2018-10-05

Oppenheimer & Co. Inc.

Jenkintown, PA

Radnor, PA
2009-06-01 → 2012-02-08

Morgan Stanley

Doylestown, PA
2009-02-13 → 2009-06-01

Morgan Stanley & Co. Llc

Doylestown, PA
2007-03-09 → 2009-02-17

Wells Fargo Clearing Services, Llc

Jenkintown, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-12

S66 Uniform Combined State Law Examination

2007-02-12

Other Names

Kathleen Lansing
Kathleen Jones
Kathleen Jones Lansing

View on SEC IAPD

Other Firms

SUMMIT FINANCIAL, LLC

LPL FINANCIAL LLC

JANNEY MONTGOMERY SCOTT LLC

MUNTZ FINANCIAL, LLC

ARCHETYPE ADVISORS, LLC

TRIDENT ADVISORS INC

WINTHROP PARTNERS - EPA, LLC

RODGERS BROTHERS, INC.

Other Investors

MICHAEL ALAN HALVORSEN

Joseph Michael Bates

PAUL HARRISON KRUMENACKER

ANTHONY SCOTT STENCLER

Emma Nelson Jenkins-Long

MICHAEL STUART SHEEHY

DAVID FOWLER JENKINS

Jonathan Robert Harvey

Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA

LPL FINANCIAL LLC · DOYLESTOWN, PA

JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA

MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA

ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA

TRIDENT ADVISORS INC · DOYLESTOWN, PA

WINTHROP PARTNERS - EPA, LLC · Doylestown, PA

RODGERS BROTHERS, INC. · Doylestown, PA

More in Doylestown, PA

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