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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
NY RA APPROVED 2023-01-04
OK RA APPROVED 2023-01-04
  • NY RA
    APPROVED
    Since 2023-01-04
  • OK RA
    APPROVED
    Since 2023-01-04

Branch Locations

3540 S Boulevard St Ste 110, Edmond, OK 73013 • United States

211 N Robinson Ave Ste N1600 One Leadership Square, Oklahoma City, OK 73102 • 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
Tiaa Edmond OK 08/2013 09/2016
Tiaa-Cref Individual & Institutional Services, Llc Edmond OK 08/2013 09/2016
Jpmorgan Securities Llc Oklahoma City OK 09/2016 12/2022
Jpmorgan Chase Bank Na Oklahoma City OK 09/2016 12/2022
Wells Fargo Clearing Services, Llc Oklahoma City OK 12/2022 Present
Previous Registrations
  • 2016-10-07 → 2022-12-20
    Broken Arrow, OK
    Choctaw, OK
    Edmond, OK
    Edmond, OK
    Edmond, OK
    Jenks, OK
    Midwest City, OK
    Midwest City, OK
    Norman, OK
    Norman, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Yukon, OK
    Abilene, TX
    Abilene, TX
    Addison, TX
    Amarillo, TX
    Amarillo, TX
    Farmers Branch, TX
    Levelland, TX
    Midland, TX
    Midland, TX
    Odessa, TX
    Odessa, TX
    Wichita Falls, TX
    Wichita Falls, TX
    Oklahoma City, OK
    Oklahoma City, OK
    Lubbock, TX
    Stillwater, OK
    Lubbock, TX
    Broken Arrow, OK
    Oklahoma City, OK
  • 2013-09-03 → 2016-09-01
    Edmond, OK
    Frisco, TX
    Stillwater, OK
  • 2009-06-09 → 2013-07-29
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Towson, MD
  • 2009-06-09 → 2013-07-29
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Lutherville, MD
  • 2005-08-29 → 2009-05-27
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-25
S63 Uniform Securities Agent State Law Examination 2003-08-28
  • S66 Uniform Combined State Law Examination
    2005-08-25
  • S63 Uniform Securities Agent State Law Examination
    2003-08-28
Other Names
  • Jordan Lindsay Anderson

View on SEC IAPD

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