Best Investors Account Sign in
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_RES 2026-04-15
  • TX RA
    APPROVED_RES
    Since 2026-04-15

Branch Locations

8044 Montgomery Rd Ste 570 Towers Of Kenwood, Cincinnati, OH 45236 • 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 Cincinnati OH 06/2015 11/2016
Wells Fargo Clearing Services, Llc Cincinnati OH 11/2016 Present
Previous Registrations
  • 2010-10-14 → 2015-06-25
    Florence, KY
    Columbus, OH
    Cincinnati, OH
Other Businesses

MARY KAY, NOT INVESTMENT RELATED, FLORENCE, KY. START: 6/5/15, 10 HOURS/MONTH, 0 DURING TRADING, BEAUTY PRODUCTS SALES CONSULTANT. TOWNS END BAR AND GRILL; NOT INV. RELATED; FLORENCE, KY; BARTENDER; START DATE 5/6/2023; 24 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: SERVE DRINKS. FLORENCE ELKS LOGE #314; NOT INV. RELATED; FLORENCE, KY; TREASURER; START DATE 3/23/2024; 10 HOURS PER WEEK; 0 HRS DURING BUSINESS; DUTIES: ATTEND MEETINGS TWICE A MONTH, DISCUSS WHAT THEY CAN DO TO HELP THE COMMUNITY, CHILDREN AND VETERANS, VOTING ON MATTERS PERTAINING TO THE COMMUNITY AND HOW TO HELP, WRITE RECEIPTS AND GIVE TO THE SECRETARY FOR INCOMING FUNDS, ENTER EXPENSES INTO A SYSTEM AND PROVIDE ACCOUNT SUMMARIES TO THE BOARD. FLORENCE ELKS LOCAL #314; NOT INV RELATED; FLORENCE, KY; BARTENDER; START 08/09/2024; 30 HOURS PER MONTH; 0 HOURS DURING TRADING; BARTENDER.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-12-21
  • S63 Uniform Securities Agent State Law Examination
    2007-12-21
Other Names
  • Misty Renee Heber
  • Misty Renee Curtis
  • Misty Wilson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor