Best Investors Account Sign in

Keihan Lamar

Wells Fargo Clearing Services, LLC

Walnut Creek, CA

Dublin, CA

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
CA RA APPROVED 2021-01-08
  • CA RA
    APPROVED
    Since 2021-01-08

Branch Locations

2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States

4400 Tassajara Rd Ste A, Dublin, CA 94568 • 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
Wells Fargo Bank, Na Orinda CA 06/2014 Present
Wells Fargo Advisors Llc Orinda CA 08/2014 11/2016
Wells Fargo Clearing Services, Llc Orinda CA 11/2016 Present
  • 06/2014 → Present
    Wells Fargo Bank, Na
    Orinda, CA
  • 08/2014 → 11/2016
    Wells Fargo Advisors Llc
    Orinda, CA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Orinda, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-08
S63 Uniform Securities Agent State Law Examination 2012-05-21
  • S65 Uniform Investment Adviser Law Examination
    2021-01-08
  • S63 Uniform Securities Agent State Law Examination
    2012-05-21

View on SEC IAPD

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor