Collin Kee

Current Employers

Wells Fargo Clearing Services, Llc

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-08-26

GA RA
APPROVED

Since 2024-08-26

Branch Locations

6145 Hickory Flat Hwy, Canton, GA 30115 • United States

106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cuso Financial Services, Lp	San Diego	CA	01/2011	08/2024
Wells Fargo Clearing Services, Llc	Cumming	GA	08/2024	Present

01/2011 → 08/2024

Cuso Financial Services, Lp

San Diego, CA
08/2024 → Present

Wells Fargo Clearing Services, Llc

Cumming, GA

Previous Registrations

2011-01-21 → 2024-08-22

Cuso Financial Services, L.P.

San Diego, CA

Marietta, GA

Kennesaw, GA

Woodstock, GA

Roswell, GA

Canton, GA

Sandy Springs, GA
2008-10-08 → 2011-01-13

Cuna Brokerage Services, Inc.

Atlanta, GA
2006-10-26 → 2008-09-18

Valic Financial Advisors, Inc.

Atlanta, GA

Atlanta, GA
2005-08-23 → 2006-10-18

1717 Capital Management Company

Roswell, GA

Atlanta, GA
2003-10-20 → 2004-10-07

Transamerica Financial Advisors, Llc

Duluth, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-03-06

S66 Uniform Combined State Law Examination

2002-03-06