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Isaac Lleras

Wells Fargo Clearing Services, LLC

Port Orchard, WA

Seattle, WA

Lacey, WA

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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 2025-12-11
WA RA APPROVED 2025-12-11
  • TX RA
    APPROVED
    Since 2025-12-11
  • WA RA
    APPROVED
    Since 2025-12-11

Branch Locations

1488 Olney St Se, Port Orchard, WA 98366 • United States

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

1419 Marvin Rd Ne, Lacey, WA 98516 • 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
Ameriprise Financial Services, Inc. Bremerton WA 06/2015 04/2017
Jp Morgan Securities Llc Puyallup WA 04/2017 12/2025
Wells Fargo Clearing Services, Llc Seattle WA 12/2025 Present
Previous Registrations
  • 2017-04-24 → 2025-12-12
    J.P. Morgan Securities Llc
    Puyallup, WA
    Puyallup, WA
    Puyallup, WA
    Puyallup, WA
    Enumclaw, WA
    Bonney Lake, WA
    Sumner, WA
    Sumner, WA
    Lacey, WA
    Puyallup, WA
    Puyallup, WA
    Enumclaw, WA
    Bonney Lake, WA
    Sumner, WA
  • 2015-06-26 → 2017-05-03
    Ameriprise Financial Services, Llc
    Bremerton, WA
    Gig Harbor, WA
  • 2013-02-19 → 2015-07-15
    Morgan Stanley
    Tacoma, WA
Other Businesses

RENTAL PROPERTY - LAKEWOOD ; INV RELATED; LAKEWOOD,WA; RENTAL;100% OWNERSHIP; START DATE: 08/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-16
  • S66 Uniform Combined State Law Examination
    2012-12-16
Other Names
  • Isaac Lleras-Rivera

View on SEC IAPD

Other Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
PFS INVESTMENTS INC.

Other Investors

Teresa Michelle Bryant
HARRY JOHN KEPPERT
Lisa Suzanna Moore
Kevin W Isenhart
Rogelio Gonzalez
Timothy Lewis
Thomas O'Dell Hanrahan
SCOT PATRICK SAGESER

Other Offices

EDWARD JONES · Port Orchard, WA
CETERA INVESTMENT ADVISERS LLC · PORT ORCHARD, WA
EDWARD JONES · PORT ORCHARD, WA
LPL ENTERPRISE, LLC · PORT ORCHARD, WA
WELLS FARGO CLEARING SERVICES, LLC · PORT ORCHARD, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PORT ORCHARD, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Port Orchard, WA
CETERA INVESTMENT ADVISERS LLC · BREMERTON, WA

More in Port Orchard, WA

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