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Jonathon Patrick Wells

Financial Transparency

Greensboro, NC

Mancelona, MI

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Current Employers
Financial Transparency

Greensboro, NC • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-07-13
  • MI RA
    APPROVED
    Since 2018-07-13

Branch Locations

Greensboro, NC • United States

Mancelona, MI • 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
Consulting Services Support Corporation Troy MI 08/2011 08/2018
Cssc Brokerage Services, Inc. Troy MI 08/2011 07/2018
Cssc Investment Advisory Services, Inc. Troy MI 08/2011 07/2018
Spartan Brewpub Mason MI 03/2017 01/2018
Envision Financial Transparency, Llc Greensboro NC 07/2018 Present
  • 08/2011 → 08/2018
    Consulting Services Support Corporation
    Troy, MI
  • 08/2011 → 07/2018
    Cssc Brokerage Services, Inc.
    Troy, MI
  • 08/2011 → 07/2018
    Cssc Investment Advisory Services, Inc.
    Troy, MI
  • 03/2017 → 01/2018
    Spartan Brewpub
    Mason, MI
  • 07/2018 → Present
    Envision Financial Transparency, Llc
    Greensboro, NC
Previous Registrations
Other Businesses

ProScore, LLC, Investment Related - Financial Software, 1865 Veterans Park Drive Suite 203, Naples, FL 34109, Contractor, 11/2021; Approximately 10 hrs per week during trading hours; Provide consulting and development support.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-18
  • S66 Uniform Combined State Law Examination
    2012-05-18
Other Names
  • Jon Wells

View on SEC IAPD

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