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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
NC RA APPROVED 2025-12-09
TX RA APPROVED 2025-12-09
  • NC RA
    APPROVED
    Since 2025-12-09
  • TX RA
    APPROVED
    Since 2025-12-09

Branch Locations

205 Tenth St, North Wilkesboro, NC 28659 • United States

380 Knollwood St Ste 600, Winston Salem, NC 27103 • 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
Lincoln Financial Distributors Greensboro NC 06/2016 10/2016
Wells Fargo Bank Na Winston-Salem NC 10/2017 04/2025
Wells Fargo Clearing Services, Llc. Winston-Salem NC 11/2017 01/2023
Furnitureland South Jamestown NC 11/2016 10/2017
Wells Fargo Advisors Financial Network, Llc Winston-Salem NC 01/2023 04/2025
&Partners Nashville TN 04/2025 12/2025
Wells Fargo Clearing Services, Llc North Wilkesboro NC 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-15
S63 Uniform Securities Agent State Law Examination 2012-10-01
  • S65 Uniform Investment Adviser Law Examination
    2018-03-15
  • S63 Uniform Securities Agent State Law Examination
    2012-10-01
Other Names
  • Megan Sassone
  • Megan Gray Sassone

View on SEC IAPD

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