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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
TX RA APPROVED_RES 2026-03-18
FL RA APPROVED 2024-01-23
  • TX RA
    APPROVED_RES
    Since 2026-03-18
  • FL RA
    APPROVED
    Since 2024-01-23

Branch Locations

9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States

26791 S Tamiami Trail, Bonita Springs, FL 34134 • 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
Scottrade, Inc. Ft. Myers FL 12/2015 02/2018
Td Ameritrade, Inc. Ft. Myers FL 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 01/2021
Lpl Financial Llc Naples FL 03/2021 01/2024
Midwestone Bank Naples FL 03/2021 01/2024
Wells Fargo Clearing Services, Llc Naples FL 01/2024 Present
  • 12/2015 → 02/2018
    Scottrade, Inc.
    Ft. Myers, FL
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Ft. Myers, FL
  • 02/2018 → 01/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 03/2021 → 01/2024
    Naples, FL
  • 03/2021 → 01/2024
    Midwestone Bank
    Naples, FL
  • 01/2024 → Present
    Naples, FL
Previous Registrations
  • 2021-04-05 → 2024-01-31
    San Diego, CA
    Naples, FL
    Naples, FL
    Foret Myers, FL
  • 2018-02-28 → 2021-01-11
    Td Ameritrade, Inc.
    Ft. Myers, FL
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Ft. Myers, FL
  • 2017-03-29 → 2018-02-26
    Scottrade Investment Management
    Ft. Myers, FL
  • 2007-11-08 → 2016-01-04
    Td Ameritrade, Inc.
    Naples, FL
  • 2007-11-08 → 2016-01-04
    Td Ameritrade Investment Management, Llc
    Naples, FL
    Naples, FL
  • 2006-11-06 → 2007-10-19
    Ameriprise Advisor Services, Inc.
    Fort Myers, FL
  • 2004-06-15 → 2006-11-21
    Ft. Myers, FL
    Fort Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-08
  • S66 Uniform Combined State Law Examination
    2004-06-08
Other Names
  • Demetrius Gill Levantini
  • Demetrius Levantini

View on SEC IAPD

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