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Cisar Ocana

Wells Fargo Clearing Services, LLC

Miami, FL

Coral Gables, FL

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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 2024-05-20
  • FL RA
    APPROVED
    Since 2024-05-20

Branch Locations

14801 S Dixie Hwy, Miami, FL 33176 • United States

396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • 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
J.P. Morgan Securities Llc Coconut Creek FL 07/2014 05/2024
Wells Fargo Clearing Services, Llc Miami FL 05/2024 Present
Previous Registrations
  • 2014-07-23 → 2024-05-18
    J.P. Morgan Securities Llc
    Coconut Creek, FL
    Coral Springs, FL
    Miami Beach, FL
    Boca Raton, FL
    Miami, FL
    Miami, FL
    Pinecrest,, FL
  • 2010-03-18 → 2014-07-24
    Strategic Advisers Llc
    Jacksonville, FL
    Ft. Lauderdale, FL
    Aventura, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-08
S63 Uniform Securities Agent State Law Examination 2008-03-26
  • S66 Uniform Combined State Law Examination
    2010-03-08
  • S63 Uniform Securities Agent State Law Examination
    2008-03-26
Other Names
  • Cisar G Ocana
  • Cisar Gerald Ocana

View on SEC IAPD

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