Peter J Sellwood

Current Employers

Employment History

• 11/2013 → 06/2020
  Morgan Stanley
  Wayzata, MN
• 01/2015 → 06/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2023 → 12/2024
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
• 09/2023 → 12/2024
  Wells Fargo Bank, Na
  Minneapolis, MN
• 06/2020 → 07/2021
  Bremer Bank
  Saint Paul, MN
• 06/2019 → Present
  Irish Creek Productions
  Minneapolis, MN
• 03/2025 → 06/2026
  Charles Schwab & Co., Inc.
  Orlando, FL
• 12/2014 → 06/2026
  Charles Schwab Bank
  Orlando, FL
• 07/2026 → Present
  Cliftonlarsonallen Wealth Advisors Llc
  Minneapolis, MN

Previous Registrations

• 2025-04-07 → 2026-07-14
  Charles Schwab & Co., Inc.
  Orlando, FL
• 2023-10-03 → 2025-01-08
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Wayzata, MN
  Minneapolis, MN
• 2013-12-05 → 2020-07-09
  Morgan Stanley
  Wayzata, MN
• 2010-05-13 → 2013-11-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, ME
• 2006-07-19 → 2010-02-25
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO
• 2006-01-05 → 2006-07-19
  Thrivent Investment Management Inc.
  Louisville, CO
  Loveland, CO
  Lafayette

Other Businesses

1) Irish Creek Productions|Investment Related: No|Performing/Fine Arts|Writer|06/17/2019|Less than 20 hour/month - 0 during trading hours|Spend 5 hours of less writing over the weekend. No conflict to any financial services responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2023-10-03

Other Names

• Peter Joseph Sellwood
• Peter Sellwood