Best Investors Account Sign in

Rachel Ann Boyda

Wells Fargo Clearing Services, LLC

Fort Worth, TX

Mckinney, TX

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
TX RA APPROVED 2019-01-25
  • TX RA
    APPROVED
    Since 2019-01-25

Branch Locations

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

8990 State Hwy 121, Mckinney, TX 75070 • 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
Morgan Stanley Smith Barney Llc Dallas TX 08/2014 01/2019
Wells Fargo Clearing Services Llc Dallas TX 01/2019 Present
Previous Registrations
  • 2016-07-25 → 2019-01-10
    Morgan Stanley
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-23
  • S66 Uniform Combined State Law Examination
    2016-07-23
Other Names
  • Rachel Hertl
  • Rachel Ann Hertl
  • Rachel Boyda

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor