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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
UT RA APPROVED 2020-08-20
CA RA APPROVED 2019-10-18
TX RA APPROVED 2019-10-17
  • UT RA
    APPROVED
    Since 2020-08-20
  • CA RA
    APPROVED
    Since 2019-10-18
  • TX RA
    APPROVED
    Since 2019-10-17

Branch Locations

299 S Main St 7Th Fl, Salt Lake City, UT 84111 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 09/2012 10/2019
Bank Of America, N.A. Woodland Hills CA 02/2013 10/2019
Wells Fargo Clearing Services, Llc Woodland Hills CA 10/2019 Present
Previous Registrations
Other Businesses

RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 8/1/2019, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 7/10/2019, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 8/13/2020, 1 HOUR PER MONTH, ZERO DURING TRADING. RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 50% OWNERSHIP, START 1/15/2021, 1 HOUR PER MONTH, ZERO DURING TRADING. INVESTMENT PROPERTY, INV RELATED, CHUBBUCK, ID, 100% OWNERSHIP, START 5/14/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, RAW LAND. YELLOWSTONE VILLAGE LLC, INV RELATED, CENTERVILLE, UT, 100% OWNERSHIP, START 5/7/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS LAND FOR DEVELOPMENT. VACANT LAND, INV RELATED, POCATELLO, ID, 50% OWNERSHIP, START 12/15/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER. RENTAL PROPERTY, INV RELATED, POCATELLO, ID, 100% OWNERSHIP, START 11/4/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, POCATELLO, ID, 100% OWNERSHIP, START 11/4/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, POCATELLO, ID, 100% OWNERSHIP, START 11/29/24, 1 HR PER MONTH, 0 HRS DURING TRADING; | PARADISE PROPERTY HOLDINGS, LLC; INV RELATED; CENTERVILLE, UT; 100% OWNERSHIP WITH SPOUSE; 07/2025; 2 HOURS PER MONTH; 0 DURING TRADING; HOLDING COMPANY FOR RETAIL PROPERTY PCB ; INV RELATED; PANAMA CITY BEACH,FL; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 08/06/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - GAP CANYON; INV RELATED; ST. GEORGE, UT; RENTAL;100% OWNERSHIP; START DATE: 08/28/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| HEBER HOME RENTAL LLC; INV RELATED; CENTERVILLE,UT; RENTAL;50% OWNERSHIP; START DATE: 12/23/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -799; INV RELATED; HEBER CITY,UT; RENTAL;50% OWNERSHIP; START DATE: 01/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-19
  • S66 Uniform Combined State Law Examination
    2012-12-19
Other Names
  • Chase Parry

View on SEC IAPD

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