Best Investors Account Sign in

Matthew Halpern

Wells Fargo Clearing Services, LLC

Miami, FL

Bedminster, NJ

Claim This Profile
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 2025-09-08
NJ RA APPROVED 2022-12-12
TX RA APPROVED 2022-11-23
  • FL RA
    APPROVED
    Since 2025-09-08
  • NJ RA
    APPROVED
    Since 2022-12-12
  • TX RA
    APPROVED
    Since 2022-11-23

Branch Locations

Miami, FL • United States

550 Hills Dr, Bedminster, NJ 07921 • 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
Blackrock Investments, Inc. New York NY 09/2006 09/2022
Wells Fargo Clearing Services, Llc Bedminster NJ 09/2022 Present
Previous Registrations
  • 2006-09-29 → 2022-07-21
    Blackrock Investment Management, Llc
    Plainsboro, NJ
    Princeton, NJ
    Seattle, WA
    San Francisco, CA
    Princeton, NJ
  • 2003-05-06 → 2006-09-29
    Merrill Lynch Investment Managers Lp
    Plainsboro, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-07-05
S66 Uniform Combined State Law Examination 2003-10-15
  • S63 Uniform Securities Agent State Law Examination
    2013-07-05
  • S66 Uniform Combined State Law Examination
    2003-10-15
Other Names
  • Mathew Halpern

View on SEC IAPD

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor