Coiece Cornelius Pyle

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → Present
  Wells Fargo Bank, N.A.
  Kingsland, TX
• 01/2006 → Present
  Scott'S Welding & Fabrication, Inc
  Marble Falls, TX
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Kingsland, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Kingsland, TX

Previous Registrations

• 2008-11-20 → 2011-01-03
  Wells Fargo Investments, Llc
  Burnet, TX
• 2004-10-21 → 2005-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marble Falls, TX

Other Businesses

FROM THEE TO WE LLC, NOT INV RELATED, MARBLE FALLS, TX, START 8/2012, 33.33% OWNER, 2 HOURS PER MONTH. EXECUTRIX FOR FATHER'S ESTATE; INVESTMENT RELATED; MARBLE FALLS, TX; START 9/2010; 1 HR PER MONTH; 0 HRS DURING TRADING. EXECUTRIX FOR MOTHER'S ESTATE; INVESTMENT RELATED; MARBLE FALLS, TX; START 9/2012; 4 HRS PER MONTH; 0 HRS DURING TRADING. SCOTT'S WELDING & FABRICATION, NOT INV RELATED, MARBLE FALLS, TX. START 1/1/1974, 1 HOUR/MONTH, 0 DURING TRADING, BOOKKEEPER FOR SPOUSE'S BUSINESS. ST. PERTERS LUTHERAN CHURCH AND SCHOOL, INV RELATED, MARBLE FALLS, TX, TREASURER, START 11/1/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, ANSWERING QUESTIONS ABOUT BOOKKEEPERS STATEMENTS AND PROVIDING OVERSIGHT.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-18
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Other Names

• Cynthia Coiece Cornelius