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Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
NH RA APPROVED 2023-05-15
TX RA APPROVED 2019-03-29
  • FL RA
    APPROVED
    Since 2024-01-19
  • NH RA
    APPROVED
    Since 2023-05-15
  • TX RA
    APPROVED
    Since 2019-03-29

Branch Locations

Naples, FL • United States

900 Elm St Ste 700, Manchester, NH 03101 • United States

130 Turner St Ste 800, Waltham, MA 02453 • United States

Laconia, NH • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Wellesley Hills MA 10/2008 Present
Bank Of America,N.A. Wellesley Hills MA 06/2011 Present
Wells Fargo Clearing Services Llc Wellesley MA 03/2019 Present
  • 10/2008 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Wellesley Hills, MA
  • 06/2011 → Present
    Bank Of America,N.A.
    Wellesley Hills, MA
  • 03/2019 → Present
    Wellesley, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-17
S63 Uniform Securities Agent State Law Examination 1988-01-21
  • S65 Uniform Investment Adviser Law Examination
    1996-09-17
  • S63 Uniform Securities Agent State Law Examination
    1988-01-21
Other Names
  • Allan Harrold Crudale
  • Alan Harold Crudale

View on SEC IAPD

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