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Henry Adam Eller

Wells Fargo Clearing Services, LLC

Sarasota, FL

Sarasota, FL

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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
TX RA APPROVED 2025-11-03
FL RA APPROVED 2021-07-13
  • TX RA
    APPROVED
    Since 2025-11-03
  • FL RA
    APPROVED
    Since 2021-07-13

Branch Locations

5701 Bee Ridge Rd, Sarasota, FL 34233 • United States

1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • 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
Bb&T Investments Charlotte NC 11/2009 11/2018
Bb&T Securities, Llc Bradenton FL 01/2018 02/2021
Truist Investment Services, Inc. Sarasota FL 02/2021 06/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2021
Wells Fargo Clearing Services, Llc Sarasota FL 06/2021 Present
Previous Registrations
  • 2021-02-17 → 2021-06-28
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Bradenton, FL
    Charlotte, NC
    Sarasota, FL
    Sarasota, FL
    Seminole, FL
    Sarasota, FL
    Bradenton, FL
    Sarasota, FL
    Bradenton, FL
    Richmond, VA
  • 2009-11-25 → 2018-01-02
    Bb&T Investment Services, Inc.
    Sarasota, FL
    Bradenton, FL
    Bradenton, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
    Charlotte, NC
    Sarasota, FL
    Bradenton, FL
    Seminole, FL
    Ellenton, FL
    Sarasota, FL
    Bradenton, FL
  • 2008-06-25 → 2009-11-17
    Wells Fargo Clearing Services, Llc
    Sarasota, FL
    Sarasota, FL
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-20
  • S66 Uniform Combined State Law Examination
    2008-06-20

View on SEC IAPD

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CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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