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Eric Robert Holm

Wells Fargo Clearing Services, LLC

Gilbert, AZ

Lake Oswego, OR

Tigard, OR

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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
AZ RA APPROVED 2026-02-26
OR RA APPROVED 2026-02-09
  • AZ RA
    APPROVED
    Since 2026-02-26
  • OR RA
    APPROVED
    Since 2026-02-09

Branch Locations

Gilbert, AZ • United States

5400 Sw Meadows Rd Stes 200 & 250, Lake Oswego, OR 97035 • United States

Tigard, OR • 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
Entex Information Services Portland OR 04/1995 Present
Wells Fargo Advisors Llc Portland OR 05/2009 11/2016
Wells Fargo Clearing Services, Llc Portland OR 11/2016 Present
  • 04/1995 → Present
    Entex Information Services
    Portland, OR
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Portland, OR
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-07
S63 Uniform Securities Agent State Law Examination 1997-11-14
  • S65 Uniform Investment Adviser Law Examination
    2026-02-07
  • S63 Uniform Securities Agent State Law Examination
    1997-11-14
Other Names
  • Eric Holm

View on SEC IAPD

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