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Samantha Lewins

Wells Fargo Clearing Services, LLC

San Francisco, CA

Corte Madera, CA

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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 2025-10-22
  • CA RA
    APPROVED
    Since 2025-10-22

Branch Locations

420 Montgomery St 8Th Fl [Support Center], San Francisco, CA 94104 • United States

770 Tamalpais Dr Ste 400, Corte Madera, CA 94925 • 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
First Republic Securities Company Llc San Francisco CA 07/2012 10/2023
First Republic Investment Management, Inc. San Francisco CA 07/2012 10/2023
J.P. Morgan Securities Llc San Francisco CA 09/2023 07/2024
Jp Morgan Chase Bank, N.A. San Francisco CA 10/2023 07/2024
Wells Fargo Clearing Services, Llc San Francisco CA 10/2025 Present
Not Working Sonoma CA 08/2024 09/2025
  • 07/2012 → 10/2023
    First Republic Securities Company Llc
    San Francisco, CA
  • 07/2012 → 10/2023
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 09/2023 → 07/2024
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 10/2023 → 07/2024
    Jp Morgan Chase Bank, N.A.
    San Francisco, CA
  • 10/2025 → Present
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
  • 08/2024 → 09/2025
    Not Working
    Sonoma, CA
Previous Registrations
  • 2013-05-24 → 2024-07-17
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2024-05-28 → 2024-07-13
    J.P. Morgan Securities Llc
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-23
  • S66 Uniform Combined State Law Examination
    2013-05-23

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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