Mark Quincy Wright

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Irving, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Irving, TX

Previous Registrations

• 2006-01-03 → 2011-01-03
  Wells Fargo Investments, Llc
  Dallas, TX
  The Colony, TX
  Farmers Branch, TX
  Dallas, TX
  Irving, TX
  Desoto, TX
  Carrollton, TX
  Dallas, TX
  Fort Worth, TX
  Dallas, TX
  Fort Worth, TX
• 2003-05-30 → 2005-01-03
  Wells Fargo Investments, Llc
  Fort Worth, TX
• 2003-03-03 → 2003-04-28
  Waddell & Reed
  Fort Worth, TX

Other Businesses

KELLER UNITED METHODIST CHURCH, INV RELATED, KELLER, TX, ENDOWMENT COMMITTEE MEMBER, START 3/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING CREATION OF THE ENDOWMENT, ESTABLISHING CONTRIBUTION AND GIFTING GUIDELINES. WRIGHT BROTHERS PROPERTIES LLC; INV RELATED; KELLER, TX, 50% OWNERSHIP; START 01/01/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES; TO BUY HOLD & RENT PROPERTIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-06
• S65 Uniform Investment Adviser Law Examination
  2003-02-28