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Aimee J Mckone

Wells Fargo Clearing Services, LLC

San Jose, CA

Tarpon Springs, 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
CA RA APPROVED 2011-01-03
  • CA RA
    APPROVED
    Since 2011-01-03

Branch Locations

50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States

101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • 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 Bank Sunnyvale/Sunnyvale CA 10/1989 Present
Wells Fargo Advisors Llc San Jose CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc San Jose CA 11/2016 Present
  • 10/1989 → Present
    Wells Fargo Bank
    Sunnyvale/Sunnyvale, CA
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    San Jose, CA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    San Jose, CA
Previous Registrations
  • 2003-10-07 → 2011-01-03
    Wells Fargo Investments, Llc
    Sunnyvale, CA
    San Jose, CA
Other Businesses

ELEVATED DESIGN, NOT INVT RELATED, SARATOGA, CA, 100% OWNERSHIP, START 7/29/2019, 2 HRS PER MONTH, 0 HRS DURING TRADING, IN HOME DESIGN CONSULTING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-06
  • S66 Uniform Combined State Law Examination
    2003-10-06

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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