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Daniel Leder

Wells Fargo Clearing Services, LLC

San Carlos, CA

Palo Alto, CA

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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
CA RA APPROVED 2024-01-29
  • CA RA
    APPROVED
    Since 2024-01-29

Branch Locations

632 Laurel St, San Carlos, CA 94070 • United States

301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • 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
Jp Morgan Securities, Llc San Mateo CA 08/2018 01/2024
Jp Morgan Chase Bank, N.A. San Mateo CA 08/2018 01/2024
Cowlick, Inc. San Mateo CA 11/2013 01/2024
Wells Fargo Clearing Services, Llc Palo Alto CA 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-08
S65 Uniform Investment Adviser Law Examination 1999-12-16
S63 Uniform Securities Agent State Law Examination 1996-07-22
  • S66 Uniform Combined State Law Examination
    2018-10-08
  • S65 Uniform Investment Adviser Law Examination
    1999-12-16
  • S63 Uniform Securities Agent State Law Examination
    1996-07-22
Other Names
  • Daniel Leder
  • Daniel George Leder

View on SEC IAPD

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Other Offices

MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
OSAIC WEALTH, INC. · SAN CARLOS, CA
PROPEL VENTURE PARTNERS MANAGEMENT CO. · SAN CARLOS, CA
HUSTLE FUND MANAGEMENT, LLC · SAN CARLOS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN CARLOS, CA
CITIGROUP GLOBAL MARKETS INC. · San Carlos, CA
U.S. BANCORP ADVISORS, LLC · San Carlos, CA

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