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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
VA RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-15
  • VA RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States

750 Walker Rd, Great Falls, VA 22066 • 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 Washington DC 10/2014 02/2020
Morgan Stanley Private Bank, N.A. Washington DC 07/2016 03/2020
Citigroup Washington Dc DC 03/2020 03/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 03/2023 01/2026
Bank Of America, N.A. North Bethesda MD 05/2023 01/2026
Wells Fargo Clearing Services, Llc Mclean VA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-21
S63 Uniform Securities Agent State Law Examination 2015-05-14
S66 Uniform Combined State Law Examination 2005-04-18
  • S65 Uniform Investment Adviser Law Examination
    2015-09-21
  • S63 Uniform Securities Agent State Law Examination
    2015-05-14
  • S66 Uniform Combined State Law Examination
    2005-04-18
Other Names
  • Jill Elizabeth Shapiro
  • Jill Elizabeth Spiegelberg
  • Jill Spiegelberg

View on SEC IAPD

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