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Betsy Jane Rhone

Wells Fargo Clearing Services, LLC

Allen, TX

Allen, TX

Fort Worth, TX

CRD 5383844

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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 2011-01-03
  • TX RA
    APPROVED
    Since 2011-01-03

Branch Locations

995 W Bethany Dr, Allen, TX 75013 • United States

1602 E Exchange Pkwy, Allen, TX 75002 • United States

201 Main St 4Th Fl [Te-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
Target Corporation Plano TX 10/1993 Present
Wells Fargo Bank, N.A. Dallas TX 06/2008 Present
Wells Fargo Advisors Llc Dallas TX 01/2011 11/2016
Wells Fargo Clearing Services, Llc Dallas TX 11/2016 Present
  • 10/1993 → Present
    Target Corporation
    Plano, TX
  • 06/2008 → Present
    Wells Fargo Bank, N.A.
    Dallas, TX
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Dallas, TX
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Dallas, TX
Previous Registrations
  • 2007-09-06 → 2011-01-03
    Wells Fargo Investments, Llc
    Frisco, TX
    Denton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-04
  • S66 Uniform Combined State Law Examination
    2007-09-04
Other Names
  • Betsy Jane Calk
  • Betsy Jane Keisman

View on SEC IAPD

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