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Rebecca Lloyd

Wells Fargo Clearing Services, LLC

Greenville, SC

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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 2025-12-23
SC RA APPROVED 2025-12-09
  • TX RA
    APPROVED
    Since 2025-12-23
  • SC RA
    APPROVED
    Since 2025-12-09

Branch Locations

15 S Main St 3Rd Fl, Greenville, SC 29601 • 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
Wells Fargo Clearing Services, Llc Greenville SC 08/2022 Present
Select Quote Overland Park KS 07/2021 03/2022
Health Iq Plano TX 04/2022 07/2022
Jehm Wealth And Retirement Simpsonville SC 05/2020 04/2021
Edible Arrangements Greenville SC 02/2015 04/2020
Homemaker Greenville SC 05/2021 06/2021
  • 08/2022 → Present
    Wells Fargo Clearing Services, Llc
    Greenville, SC
  • 07/2021 → 03/2022
    Select Quote
    Overland Park, KS
  • 04/2022 → 07/2022
    Health Iq
    Plano, TX
  • 05/2020 → 04/2021
    Jehm Wealth And Retirement
    Simpsonville, SC
  • 02/2015 → 04/2020
    Edible Arrangements
    Greenville, SC
  • 05/2021 → 06/2021
    Homemaker
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-09
S63 Uniform Securities Agent State Law Examination 2000-09-05
  • S66 Uniform Combined State Law Examination
    2025-12-09
  • S63 Uniform Securities Agent State Law Examination
    2000-09-05
Other Names
  • Rebecca J House
  • Rebecca J Lloyd

View on SEC IAPD

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DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
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Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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