Best Investors Account Sign in

Dylan James Lenderink

Wells Fargo Clearing Services, LLC

Brighton, CO

Denver, CO

CRD 6428458

Claim This Profile
Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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_RES 2019-09-05
CO RA APPROVED 2015-02-26
  • TX RA
    APPROVED_RES
    Since 2019-09-05
  • CO RA
    APPROVED
    Since 2015-02-26

Branch Locations

15 S Main St, Brighton, CO 80601 • United States

1700 Lincoln St 10Th & 11Th Fls [Ma/Md-Rbo], Denver, CO 80203 • 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 Advisors, Llc Brighton CO 12/2014 11/2016
Wells Fargo Bank, Na Brighton CO 01/2008 Present
Wells Fargo Clearing Services, Llc Brighton CO 11/2016 Present
  • 12/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Brighton, CO
  • 01/2008 → Present
    Wells Fargo Bank, Na
    Brighton, CO
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Brighton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-26
  • S66 Uniform Combined State Law Examination
    2015-02-26

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

THOMAS LLOYD WORTH
GARY LYNN DISSETTE
JACKSON MCCAUSLAND

Nearby Offices

LPL FINANCIAL LLC · BRIGHTON, CO
OSAIC WEALTH, INC. · BRIGHTON, CO
EDWARD JONES · BRIGHTON, CO

More in Brighton, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor