Best Investors Account Sign in
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
TX RA APPROVED 2020-06-05
  • TX RA
    APPROVED
    Since 2020-06-05

Branch Locations

1716 Briarcrest Dr Ste 840, Bryan, TX 77802 • 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
Morgan Stanley College Station TX 07/2009 06/2020
Morgan Stanley Private Bank, National Association New York NY 01/2015 06/2020
Wells Fargo Clearing Services, Llc Bryan TX 06/2020 Present
Previous Registrations
Other Businesses

CO-TRUSTEE FOR MOTHER, INV RELATED, ROCKWALL, TX, START: 7/13/2020, 4 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR FATHER, INV RELATED, ROCKWALL, TX, START: 7/13/2020, 4 HRS/MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-08
  • S66 Uniform Combined State Law Examination
    2000-08-08
Other Names
  • Karen Danna Melvin
  • Karen Denise Danna
  • Karen Danna

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bryan, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor