Best Investors Account Sign in

Joseph Gilbert

Wells Fargo Clearing Services, LLC

Mclean, VA

Washington, DC

Falls Church, VA

Claim This Profile
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
DC RA APPROVED 2023-08-25
VA RA APPROVED 2020-06-19
MD RA APPROVED 2019-03-18
TX RA APPROVED 2019-03-15
  • DC RA
    APPROVED
    Since 2023-08-25
  • VA RA
    APPROVED
    Since 2020-06-19
  • MD RA
    APPROVED
    Since 2019-03-18
  • TX RA
    APPROVED
    Since 2019-03-15

Branch Locations

1753 Pinnacle Dr 3Rd & 4Th Fls, Mclean, VA 22102 • United States

1700 K St Nw 9Th Fl [Du-Rbo], Washington, DC 20006 • United States

Falls Church, VA • 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
Stifel, Nicolaus & Company, Incorporated Washington DC 12/2015 03/2019
Wells Fargo Clearing Services, Llc Washington DC 03/2019 Present
Previous Registrations
  • 2015-12-04 → 2019-03-22
    Stifel, Nicolaus & Company, Incorporated
    Washington, DC
  • 2011-05-23 → 2015-12-04
    Barclays Capital Inc.
    Washington, DC
    New York, NY
  • 2009-06-01 → 2011-06-03
    Morgan Stanley
    Washington, DC
  • 2008-09-10 → 2009-06-01
    Morgan Stanley & Co. Llc
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-15
  • S66 Uniform Combined State Law Examination
    2008-08-15
Other Names
  • Joseph Stewart Gilbert

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor