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Kyle Davis Whittemore

Wells Fargo Clearing Services, LLC

Fort Worth, TX

Fort Worth, TX

CRD 4785621

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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 2019-02-11
  • TX RA
    APPROVED
    Since 2019-02-11

Branch Locations

525 Carroll St, Fort Worth, TX 76107 • United States

201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • 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, N.A. Haltom City TX 01/2004 Present
Wells Fargo Clearing Services, Llc Fort Worth TX 10/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-11
S63 Uniform Securities Agent State Law Examination 2019-01-17
  • S65 Uniform Investment Adviser Law Examination
    2019-02-11
  • S63 Uniform Securities Agent State Law Examination
    2019-01-17

View on SEC IAPD

Nearby Firms

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M2G VENTURES LLC
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Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

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