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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
FL RA APPROVED 2024-11-01
TX RA APPROVED_RES 2024-10-31
  • FL RA
    APPROVED
    Since 2024-11-01
  • TX RA
    APPROVED_RES
    Since 2024-10-31

Branch Locations

255 S County Rd 2Nd Fl, Palm Beach, FL 33480 • 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
Fidelity Investments Palm Beach Gardens FL 10/2007 10/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 10/2024
Wells Fargo Clearing Services, Llc Palm Beach FL 10/2024 Present
  • 10/2007 → 10/2024
    Fidelity Investments
    Palm Beach Gardens, FL
  • 07/2018 → 10/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2024 → Present
    Palm Beach, FL
Previous Registrations
  • 2018-07-13 → 2024-11-01
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2009-04-23 → 2018-07-13
    Palm Beach Gardens, FL
    Palm Beach, FL
    Palm Beach Gardens, FL
Other Businesses

328 CROTON, LLC, INVT RELATED, NORTH PALM BEACH, FL, 50% OWNERSHIP, START DATE 10/10/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). RENTAL PROPERTY, INVT RELATED, WET PALM BEACH, FL, 50% OWNERSHIP, START DATE 10/10/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. 320 SAILFISH, LLC, INVT RELATED, WEST PALM BEACH, FL, 34% OWNERSHIP, START DATE 11/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). LAMP REAL ESTATE, LLC, INVT RELATED, NORTH PALM BEACH, FL, 50% OWNERSHIP, START DATE 4/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). RENTAL PROPERTY, INVT RELATED, WEST PALM BEACH, FL, 50% OWNERSHIP, START DATE 10/1/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 50% OWNERSHIP, START DATE 7/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 34% OWNERSHIP, START DATE 2/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 34% OWNERSHIP, START DATE 2/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, WEST PALM BEACH, FL, 50% OWNERSHIP, START DATE 2/1/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. ANCHOR AVE STUART, LLC, INVT RELATED, NORTH PALM BEACH, FL, 25% OWNERSHIP, START DATE 6/1/2018, 1 HR PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTIE(S). RENTAL PROPERTY, INVT RELATED, WEST PALM BEACH, FL, 50% OWNERSHIP, START DATE 9/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART FL, 25% OWNERSHIP, START DATE 6/1/2018, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, STUART, FL, 34% OWNERSHIP, START DATE 2/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY. | RENTAL PROPERTY (2573); INV RELATED; JENSEN BEACH, FL; 100% OWNERSHIP; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | RENTAL PROPERTY (2593); INV RELATED; JENSEN BEACH, FL; 100% OWNERSHIP; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES; NOT INV RELATED; TALLAHASSEE, FL; FOSTER CARE; START DATE: 08/14/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 323 ALMERIA RD; INV RELATED;WEST PALM BEACH,FL; RESIDENTIAL REAL ESTATE;50% OWNERSHIP; START DATE: 8/3/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-18
S63 Uniform Securities Agent State Law Examination 2007-07-02
  • S65 Uniform Investment Adviser Law Examination
    2008-07-18
  • S63 Uniform Securities Agent State Law Examination
    2007-07-02
Other Names
  • Joshua Thomas Dewitt

View on SEC IAPD

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