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Rekha Mukesh Trivedi

Wells Fargo Clearing Services, LLC

Doylestown, PA

Trexlertown, PA

Allentown, PA

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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
PA RA APPROVED 2021-06-16
  • PA RA
    APPROVED
    Since 2021-06-16

Branch Locations

115 W Court St, Doylestown, PA 18901 • United States

7103 Hamilton Blvd, Trexlertown, PA 18087 • United States

4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • 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
Wachovia Bank, N.A. Trexlertown PA 10/2006 Present
Wells Fargo Advisors Llc Trexlertown PA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Trexlertown PA 11/2016 Present
  • 10/2006 → Present
    Wachovia Bank, N.A.
    Trexlertown, PA
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Trexlertown, PA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Trexlertown, PA
Other Businesses

RENTAL PROPERTY, INV RELATED, ALLENTOWN, PA, 100% OWNERSHIP, START 1/1/2019, 1 HOUR PER MONTH, ZERO DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-05
S63 Uniform Securities Agent State Law Examination 1998-06-04
  • S66 Uniform Combined State Law Examination
    2021-03-05
  • S63 Uniform Securities Agent State Law Examination
    1998-06-04

View on SEC IAPD

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Other Investors

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PAUL HARRISON KRUMENACKER
ANTHONY SCOTT STENCLER
Emma Nelson Jenkins-Long
MICHAEL STUART SHEEHY
DAVID FOWLER JENKINS
Jonathan Robert Harvey

Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA
MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
WINTHROP PARTNERS - EPA, LLC · Doylestown, PA
RODGERS BROTHERS, INC. · Doylestown, PA

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