Best Investors Account Sign in

Juan Angeles Bernal

Wells Fargo Clearing Services, LLC

Hobe Sound, FL

Stuart, FL

Coral Springs, FL

Boca Raton, FL

Coral Springs, FL

Tamarac, FL

Claim This Profile
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
FL RA APPROVED 2024-03-20
TX RA APPROVED_RES 2024-03-20
  • FL RA
    APPROVED
    Since 2024-03-20
  • TX RA
    APPROVED_RES
    Since 2024-03-20

Branch Locations

11800 Se Federal Hwy, Hobe Sound, FL 33455 • United States

5547 Se Federal Hwy, Stuart, FL 34997 • United States

1950 N University Dr, Coral Springs, FL 33071 • United States

1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States

9501 Westview Dr, Coral Springs, FL 33076 • United States

7005 N University Dr, Tamarac, FL 33321 • 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
Suntrust Investment Services, Inc. Coral Gables FL 05/2014 12/2016
Suntrust Advisory Services Atlanta GA 08/2016 12/2016
Unemployed Miami FL 12/2016 03/2017
Citigroup Miami FL 03/2017 03/2024
Wells Fargo Clearing Services, Llc Coral Springs FL 03/2024 Present
  • 05/2014 → 12/2016
    Suntrust Investment Services, Inc.
    Coral Gables, FL
  • 08/2016 → 12/2016
    Suntrust Advisory Services
    Atlanta, GA
  • 12/2016 → 03/2017
    Unemployed
    Miami, FL
  • 03/2017 → 03/2024
    Citigroup
    Miami, FL
  • 03/2024 → Present
    Wells Fargo Clearing Services, Llc
    Coral Springs, FL
Previous Registrations
  • 2017-03-10 → 2024-04-15
    Citigroup Global Markets Inc.
    Coral Springs, FL
    Miami, FL
    Washington, DC
    Miami, FL
    Miami, FL
    Miami, FL
    Coral Gables, FL
    Pinecrest, FL
    Miami, FL
    Coral Gables, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Coral Gables, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Deerfield Bch, FL
    Tamarac, FL
    Coconut Creek, FL
    Miami, FL
  • 2014-05-27 → 2016-12-27
    Truist Investment Services, Inc.
    Coral Gables, FL
  • 2016-08-31 → 2016-12-27
    Truist Advisory Services, Inc.
    Coral Gables, FL
  • 2009-04-21 → 2014-05-27
    Wells Fargo Clearing Services, Llc
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Coral Gables, FL
    Miami, FL
  • 2008-03-04 → 2009-04-15
    Lpl Financial Llc
    South Miami, FL
    South Miami, FL
    Pinecrest, FL
    Surfside, FL
    Miami, FL
    Coral Gables, FL
    Key Biscayne, FL
  • 2006-10-18 → 2008-03-04
    Ifmg Securities, Inc.
    Miami, FL
    Coral Gables, FL
    Coral Gables, FL
    Hialeah, FL
    Miami, FL
    Miami Lakes, FL
    Miami, FL
    Miami, FL
    South Miami, FL
    South Miami, FL
  • 2002-08-08 → 2005-08-29
    Morgan Stanley Dw Inc.
    Miami, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-08-05
S65 Uniform Investment Adviser Law Examination 2002-08-05
  • S63 Uniform Securities Agent State Law Examination
    2002-08-05
  • S65 Uniform Investment Adviser Law Examination
    2002-08-05

View on SEC IAPD

More in Hobe Sound, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor