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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
VA RA APPROVED 2014-10-06
  • VA RA
    APPROVED
    Since 2014-10-06

Branch Locations

114 Moses Ave, Appomattox, VA 24522 • United States

3408 Candlers Mountain Rd, Lynchburg, VA 24502 • United States

3300 Halifax Rd, South Boston, VA 24592 • United States

10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States

700 Main Street 2Nd Floor, Lynchburg, VA 24504 • United States

101 Paulette Circle At Jefferson Square Suite A, Lynchburg, VA 24502 • 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 Bank Na Lynchburg VA 06/2002 Present
  • 06/2002 → Present
    Wells Fargo Bank Na
    Lynchburg, VA
Other Businesses

PRESTIGE KENNEL AND PET SERVICES, LLC, NOT INVT RELATED, EVINGTON, VA, 25% OWNERSHIP, START 1/1/2021, 20 HRS PER MONTH, 0 HRS DURING TRADING, REVIEWING BOARDING SCHEDULES, PARTIAL OWNER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-06
S63 Uniform Securities Agent State Law Examination 2000-06-02
  • S66 Uniform Combined State Law Examination
    2014-10-06
  • S63 Uniform Securities Agent State Law Examination
    2000-06-02
Other Names
  • Allison Wade Goldstein
  • Allison Wade Goldstein
  • Allison Wade Lightner

View on SEC IAPD

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