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Craig Steven Burtis

Wells Fargo Clearing Services, LLC

Glen Allen, VA

Charlotte, NC

Charlotte, NC

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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
NC RA APPROVED 2019-10-05
  • NC RA
    APPROVED
    Since 2019-10-05

Branch Locations

4340 Innslake Dr Concourse Floor, 7G91, Glen Allen, VA 23060 • United States

401 S Tryon St 3Rd Fl, Charlotte, NC 28202 • United States

Charlotte, NC • 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 Charlotte NC 01/2011 Present
  • 01/2011 → Present
    Wells Fargo Advisors Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-05
S63 Uniform Securities Agent State Law Examination 2000-07-31
  • S65 Uniform Investment Adviser Law Examination
    2019-10-05
  • S63 Uniform Securities Agent State Law Examination
    2000-07-31
Other Names
  • Craig Burtis

View on SEC IAPD

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