Best Investors Account Sign in
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
TX RA APPROVED 2024-06-17
NE RA APPROVED 2011-01-03
  • TX RA
    APPROVED
    Since 2024-06-17
  • NE RA
    APPROVED
    Since 2011-01-03

Branch Locations

13625 California St 2Nd Fl [Ou-Rbo], Omaha, NE 68154 • 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 Bellevue NE 01/2011 11/2016
Wells Fargo Clearing Services, Llc Bellevue NE 11/2016 Present
Previous Registrations
  • 2008-11-07 → 2011-01-03
    Wells Fargo Investments, Llc
    Omaha, NE
    Bellevue, NE
  • 2008-07-25 → 2008-10-30
    Bancwest Investment Services, Inc.
    Omaha, NE
    Bellevue, NE
    Council Bluffs, IA
    Bellevue, NE
    Omaha, NE
    La Vista, NE
    Omaha, NE
Other Businesses

ELKHORN WEALTH MANAGEMENT LLC, INV RELATED, ELKHORN, NE, 100% OWNERSHIP, START DATE: 1/1/26, 1 HR PER MONTH, 1 HR DURING TRADING, REAL ESTATE; | NEBRASKA YOUTH SOCCER LEAGUE; NOT INV RELATED; BOYSTOWN, NE; CERTIFIED YOUTH SOCCER REFEREE; 05/2025; 5 HOURS PER MONTH; 0 DURING TRADING; PROVIDE YOUTH SOCCER OPPORTUNITIES T CHILDREN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-23
S63 Uniform Securities Agent State Law Examination 2003-07-14
  • S66 Uniform Combined State Law Examination
    2008-07-23
  • S63 Uniform Securities Agent State Law Examination
    2003-07-14
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor