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Patrick Gerard Bouthiller

Wells Fargo Clearing Services, LLC

Jacksonville, FL

Jacksonville, FL

Jacksonville, FL

CRD 4136215

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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
FL RA APPROVED 2011-10-26
  • FL RA
    APPROVED
    Since 2011-10-26

Branch Locations

1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States

11025 Old St Augustine Rd, Jacksonville, FL 32257 • United States

4206 San Juan Ave, Jacksonville, FL 32210 • 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 Jacksonville FL 10/2011 Present
  • 10/2011 → Present
    Wells Fargo Advisors Llc
    Jacksonville, FL
Previous Registrations
  • 2009-09-23 → 2011-10-25
    Morgan Keegan & Company, Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-17
S63 Uniform Securities Agent State Law Examination 2000-04-25
  • S66 Uniform Combined State Law Examination
    2009-09-17
  • S63 Uniform Securities Agent State Law Examination
    2000-04-25

View on SEC IAPD

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LPL ENTERPRISE, LLC · JACKSONVILLE, FL
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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL

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