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Melissa Ann Barnes

Wells Fargo Clearing Services, LLC

Stuart, FL

Boca Raton, FL

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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
FL RA APPROVED 2018-11-09
  • FL RA
    APPROVED
    Since 2018-11-09

Branch Locations

3181 Se Federal Hwy, Stuart, FL 34994 • United States

1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • 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
Pnc Investments Stuart FL 09/2013 11/2018
Wells Fargo Clearing Services, Llc Palm Beach FL 11/2018 Present
Previous Registrations
  • 2013-09-16 → 2018-11-20
    Pnc Wealth Management Llc
    Stuart, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Stuart, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
  • 2012-11-01 → 2013-08-30
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Tequesta, FL
    Jupiter, FL
  • 2010-05-24 → 2012-10-12
    Lpl Financial Llc
    Palm City, FL
    Jupiter, FL
  • 2008-11-21 → 2010-05-05
    First Command Brokerage Services, Inc.
    Indian Harbour Beach, FL
    Palm City, FL
  • 2008-01-30 → 2008-09-04
    Countrywide Investment Services, Inc.
    Fort Lauderdale, FL
    Palm Beach Gardens, FL
  • 2004-06-07 → 2006-12-11
    A. G. Edwards & Sons, Inc.
    Stuart, FL
    Stuart, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-26
S63 Uniform Securities Agent State Law Examination 1998-07-01
  • S66 Uniform Combined State Law Examination
    2004-05-26
  • S63 Uniform Securities Agent State Law Examination
    1998-07-01
Other Names
  • Melissa Barnes
  • Melissa Ann Rosenfelder
  • Melissa Ann Kelso

View on SEC IAPD

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DAYMARK WEALTH PARTNERS, LLC
SPECTRA INVESTMENT MANAGEMENT, LLC
FOGEL CAPITAL MANAGEMENT INC
INTEGRITT WEALTH MANAGEMENT, LLC

Other Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD
DEBORAH L VINCENT
JEFFREY AARON ATLAS
TANYA CELESTE WANDOFF
NANCY JEAN GOETHEL
GERALD DANIEL SAELZER

Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL
DAYMARK WEALTH PARTNERS, LLC · STUART, FL
SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL
FOGEL CAPITAL MANAGEMENT INC · STUART, FL
INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

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