Best Investors Account Sign in
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
NC RA APPROVED 2006-02-07
  • NC RA
    APPROVED
    Since 2006-02-07

Branch Locations

1220 Environ Way Ste 1220, Chapel Hill, NC 27517 • 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
Wells Fargo Advisors Llc Durham NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Durham NC 11/2016 Present
Other Businesses

POWER OF ATTORNEY FOR MOTHER; INV. RELATED; NORTH PROVIDENCE, RI; START DATE 8/2021; 0 HRS PER MONTH. UBER ; NOT INV RELATED; DURHAM, NC; FOOD DELIVER; START DATE: 10/04/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; LYFT ; NOT INV RELATED; DURHAM, NC; RIDESHARE;START DATE: 10/04/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; GRUBHUB ; NOT INV RELATED; DURHAM, NC; FOOD DELIVERY ; START DATE: 10/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; DOORDASH ; NOT INV RELATED; DURHAM, NC; FOOD DELIVERY ;START DATE: 09/30/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-03
S63 Uniform Securities Agent State Law Examination 2001-04-20
  • S66 Uniform Combined State Law Examination
    2006-02-03
  • S63 Uniform Securities Agent State Law Examination
    2001-04-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chapel Hill, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor