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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 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-12

Branch Locations

3450 W Illinois Ave, Dallas, TX 75211 • United States

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

599 W Pioneer Pkwy, Grand Prairie, TX 75051 • United States

2000 N Collins St, Arlington, TX 76011 • United States

4156 S Carrier Pkwy, Grand Prairie, TX 75052 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One Investment Services Shreveport LA 10/2014 04/2018
Capital One Sharebuilder, Inc. Shreveport LA 01/2015 04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 07/2018 08/2020
Massachusetts Mutual Life Insurance Co Shreveport LA 07/2017 08/2018
Bank Of America, N.A. Shreveport LA 09/2018 08/2020
Private Client Services Shreveport LA 08/2020 06/2023
Rfg Advisory, Llc Dba Williams Financial Advisors Shreveport LA 08/2020 06/2023
Stifel Independent Advisors Shreveport LA 06/2023 11/2024
Wells Fargo Clearing Services, Llc Fort Worth TX 11/2024 Present
  • 10/2014 → 04/2018
    Capital One Investment Services
    Shreveport, LA
  • 01/2015 → 04/2018
    Capital One Sharebuilder, Inc.
    Shreveport, LA
  • 07/2018 → 08/2020
    Shreveport, LA
  • 07/2017 → 08/2018
    Massachusetts Mutual Life Insurance Co
    Shreveport, LA
  • 09/2018 → 08/2020
    Bank Of America, N.A.
    Shreveport, LA
  • 08/2020 → 06/2023
    Private Client Services
    Shreveport, LA
  • 08/2020 → 06/2023
    Rfg Advisory, Llc Dba Williams Financial Advisors
    Shreveport, LA
  • 06/2023 → 11/2024
    Stifel Independent Advisors
    Shreveport, LA
  • 11/2024 → Present
    Fort Worth, TX
Previous Registrations
Other Businesses

BOSSIER CITY ALUMNI CHAPTER OF KAPPA ALPHA PSI; NOT INV RELATED; SHREVEPORT; LA; NON PROFIT MENTORSHIP PROGRAM; TREASURER; START DATE 05/01/2022; 12 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-04
  • S66 Uniform Combined State Law Examination
    2015-12-04
Other Names
  • Jody Jarriet Bluitt
  • Jarriet Burnell Bluitt

View on SEC IAPD

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