David C Bartoli

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-05-05
TX	RA	APPROVED	2026-05-05

PA RA
APPROVED

Since 2026-05-05
TX RA
APPROVED

Since 2026-05-05

Branch Locations

3 Lemoyne Dr [Of-Rbo], Lemoyne, PA 17043 • 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

Organization	City	State	From	To
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	05/2026
Morgan Stanley Smith Barney Llc	Carlisle	PA	07/2014	04/2024
Morgan Stanley Smith Barney Llc	Chambersburg	PA	10/2018	04/2024
Wells Fargo Clearing Services, Llc	Lemoyne	PA	05/2026	Present

01/2015 → 05/2026

Morgan Stanley Private Bank, N.A.

New York, NY
07/2014 → 04/2024

Morgan Stanley Smith Barney Llc

Carlisle, PA
10/2018 → 04/2024

Morgan Stanley Smith Barney Llc

Chambersburg, PA
05/2026 → Present

Wells Fargo Clearing Services, Llc

Lemoyne, PA

Previous Registrations

2009-06-01 → 2026-05-15

Morgan Stanley

Harrisburg, PA

Carlisle, PA

Camp Hill, PA

Hagerstown, MD

Carlisle, PA
2008-07-14 → 2009-06-01

Morgan Stanley & Co. Llc

Harrisburg, PA

Other Businesses

1. Barto Ventures LP; Investment related; Carlisle, PA; Rental Property; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2007; During business hours: 0; After business hours: 1; Management 2. Barto Ventures LLC; Carlisle PA; INVESTMENT RELATED; PARTNER; RENTAL; 01/2004; 1,3 3. *402601 - TRINDLE ROAD APARTMENTS, LLC; Investment related -Yes; Mechnaicsburg, Pennsylvania; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 5; Property Management *418391 - Green Gables Apartments llc; Investment related Yes; Carlisle, PA; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 0; After business hours: 3; Property Management. *465907- Creston Apts LLC; Investment related Yes; Carlisle, Pennsylvania; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 2; Property Management RENTAL PROPERTY - 1-16 ; INV RELATED;NEW BLOOMFIELD,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2014; 2 HRS PER MONTH; 0 HRS DURING TRADING| RENTAL PROPERTY - 900-914 ; INV RELATED;LEWISTOWN,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 02/01/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - 2201 ; INV RELATED;MECHANICSBURG,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 06/01/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 4420 ; INV RELATED;CAMP HILL,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 1312 ; INV RELATED;CAMP HILL,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2012; 2 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 320 W; INV RELATED;ENOLA,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2010; 2 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 235 ; INV RELATED;MECHANICSBURG,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2008; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 320 ; INV RELATED;LEMOYNE,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2006; 2 HRS PER MONTH; 0 HRS DURING TRADING; CRESTON APTS LLC; INV RELATED;CARLISLE,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING;