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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
CT RA APPROVED 2022-11-07
  • CT RA
    APPROVED
    Since 2022-11-07

Branch Locations

138 Conant St 4Th Fl, Beverly, MA 01915 • 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 Private Bank, National Association New York NY 01/2015 11/2022
Wells Fargo Clearing Services, Llc Manchester By The Sea MA 11/2022 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 11/2022
  • 01/2015 → 11/2022
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2022 → Present
    Manchester By The Sea, MA
  • 01/2015 → 11/2022
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2011-11-04 → 2022-11-17
    Boston, MA
    Boston, MA
  • 2008-09-29 → 2011-11-08
    Waltham, MA
    Needham, MA
    Framingham, MA
    Worcester, MA
    St Louis, MO
    Wellesley, MA
  • 2007-02-02 → 2007-10-17
    New England Securities
    Wakefield, MA
    Boston, MA
  • 2006-10-19 → 2006-12-11
    Boston, MA
Other Businesses

RENTAL PROPERTY; INV. RELATED; CLEVELAND HEIGHTS, OH; 100% OWNERSHIP; START 6/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. | RENTAL PROPERTY; INV. RELATED; SHAKER HEIGHTS, OH ; 100% OWNERSHIP; START 6/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. | RENTAL PROPERTY; INV. RELATED; SHAKER HEIGHTS, OH ; 100% OWNERSHIP; START 6/2022; 3 HRS PER MONTH; 0 HRS DURING TRADING. | RENTAL PROPERTY, INV RELATED, SHAKER HEIGHTS, OH, 100% OWNERHSIP, START 6/3/2023, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING. | RENTAL PROPERTY, INV RELATED, CLEVELAND, OH, 100% OWNERSHIP, START: 6/21/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING. | RENTAL PROPERTY; INV RELATED; 100% OWNERSHIP; START 9/7/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; LANDLORD. | RENTAL PROPERTY, INV RELATED, SHAKER HEIGHTS, OH, 100% OWNERSHIP, START: 11/10/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY. | RENTAL PROPERTY, INV RELATED, SHAKER HEIGHTS, OH, 100% OWNERSHIP, START: 11/03/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY.| CHELTON PROPERTIES LLC, INV RELATED, CANTON, OH, 100% OWNERSHIP, START: 10/23/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, REAL ESTATE RENTAL. | RENTAL PROPERTY, INV RELATED, CLEVELAND HEIGHTS, OH, 100% OWNERSHIP, START: 1/15/24, 0.5 HOURS A MONTH, 0 HOURS DURING TRADING. | RENTAL PROPERTY (HILDANA RD), INV RELATED, SHAKER HEIGHTS, OH; 100% OWNERSHIP, START 6/30/2024, 0 HRS PER MONTH. | RENTAL PROPERTY (CHELTON RD), INV RELATED, SHAKER HEIGHTS, OH; 100% OWNERSHIP, START 6/30/2024, 0 HRS PER MONTH. | CHESTSHIRE PARK, LLC; INV RELATED; SHAKER HEIGHTS, OH; HOLDING RENTAL PROPERTY; 100% OWNER; START 01/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | KENDALL WOODS LLC; INV RELATED; SHAKER HEIGHTS, OH; RENTAL PROPERTY; 100% OWNER; START DATE 02/04/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| CHELTON PARK LLC; INV RELATED; SHAKER HEIGHTS, OH; USED FOR RENTAL PROPERTY; 100% OWNERSHIP; START DATE 06/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | HILDANA PARK, LLC; INV RELATED; SHAKER HEIGHTS, OH; 100% OWNERSHIP; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY OWNERSHIP HAMPSHIRE VILLAGE LLC ; INV RELATED;CLEVELAND HEIGHTS,OH; LLC;100% OWNERSHIP; START DATE: 04/08/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-02
  • S66 Uniform Combined State Law Examination
    2006-10-02
Other Names
  • Will Steck

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