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Elicka Oberdick

Wells Fargo Clearing Services, LLC

Fort Worth, TX

Fort Worth, TX

Tarpon Springs, FL

Southlake, TX

CRD 5956595

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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 2018-08-17
  • TX RA
    APPROVED
    Since 2018-08-17

Branch Locations

201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States

201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States

101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States

Southlake, TX • 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 Dallas TX 09/2013 05/2018
Jp Morgan Chase Bank, N.A. Dallas TX 09/2013 05/2018
Wells Fargo Clearing Services Dallas TX 05/2018 Present
Wells Fargo Bank Dallas TX 05/2018 Present
  • 09/2013 → 05/2018
    J.P. Morgan Securities Llc
    Dallas, TX
  • 09/2013 → 05/2018
    Jp Morgan Chase Bank, N.A.
    Dallas, TX
  • 05/2018 → Present
    Wells Fargo Clearing Services
    Dallas, TX
  • 05/2018 → Present
    Wells Fargo Bank
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-17
S63 Uniform Securities Agent State Law Examination 2011-08-22
  • S66 Uniform Combined State Law Examination
    2018-08-17
  • S63 Uniform Securities Agent State Law Examination
    2011-08-22
Other Names
  • Elle Bridget Lamphere
  • Elicka B Lamphere
  • Elicka Bridget Lamphere
  • Elicka Bridget Oberdick

View on SEC IAPD

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Nearby Investors

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Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

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