Heidi Ann Lockbeam

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
TX	RA	APPROVED_RES	2026-07-30
WA	RA	APPROVED	2012-10-19

TX RA
APPROVED_RES

Since 2026-07-30
WA RA
APPROVED

Since 2012-10-19

Branch Locations

200 S 72Nd Ave, Yakima, WA 98908 • United States

104 E 4Th Ave, Ellensburg, WA 98926 • United States

101 E Yakima Ave, Yakima, WA 98901 • United States

999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • United States

401 N Kellogg St, Kennewick, WA 99336 • 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
Wells Fargo Advisors, Llc,	Yajuna	WA	08/2012	11/2016
Wells Fargo Bank, Na	Yakima	WA	04/2008	Present
Wells Fargo Clearing Services, Llc	Yajuna	WA	11/2016	Present

08/2012 → 11/2016

Wells Fargo Advisors, Llc,

Yajuna, WA
04/2008 → Present

Wells Fargo Bank, Na

Yakima, WA
11/2016 → Present

Wells Fargo Clearing Services, Llc

Yajuna, WA

Other Businesses

TIK TOK CONTENT CREATOR; NOT INV RELATED; YAKIMA, WA; HEALTH AND FITNESS CONTENT ;100% OWNERSHIP; START DATE: 08/25/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-10-18
S63	Uniform Securities Agent State Law Examination	2012-09-26

S65 Uniform Investment Adviser Law Examination

2012-10-18
S63 Uniform Securities Agent State Law Examination

2012-09-26

Other Names

Heidi Ann Arreola
Heidi Lockbeam

View on SEC IAPD

Current Employers

Wells Fargo Clearing Services, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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