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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 2024-10-25
  • TX RA
    APPROVED
    Since 2024-10-25

Branch Locations

6964 Boulevard 26, North Richland Hills, TX 76180 • United States

6700 Iron Horse Blvd, North Richland Hills, TX 76180 • United States

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

8205 Precinct Line Rd, North Richland Hills, TX 76182 • United States

200 Ne 28Th St, Fort Worth, TX 76164 • 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
Td Ameritrade, Inc. Southlake TX 02/2015 06/2024
Charles Schwab And Co., Inc. Southlake TX 12/2022 10/2024
Td Ameritrade Investment Management, Llc Southlake TX 02/2021 06/2024
Wells Fargo Clearing Services, Llc ( Fort Worth TX 10/2024 Present
  • 02/2015 → 06/2024
    Td Ameritrade, Inc.
    Southlake, TX
  • 12/2022 → 10/2024
    Charles Schwab And Co., Inc.
    Southlake, TX
  • 02/2021 → 06/2024
    Td Ameritrade Investment Management, Llc
    Southlake, TX
  • 10/2024 → Present
    Wells Fargo Clearing Services, Llc (
    Fort Worth, TX
Previous Registrations
  • 2022-01-27 → 2024-10-01
    Southlake, TX
  • 2015-04-10 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Southlake, TX
  • 2015-04-10 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Worth, TX
    Omaha, NE
    Southlake, TX
    Omaha, NE
Other Businesses

RENTAL PROPERTY; INV RELATED; FRANKLIN, TX; 100% OWNERSHIP; START DATE 12/1/2021; 5 HRS PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY. MONTEJANO ENTERPRISE LLC; INV RELATED; FRANKLIN, TX; 100% OWNERSHIP WITH SPOUSE; START DATE 12/20/2021; 20 HRS PER MONTH; 0 DURING TRADING; OWNERSHIP OF REALESTATE ASSETS. TEJANO CATTLE COMPANY; NOT INV RELATED; CROCKETT, TX; 100% OWNERSHIP; SOLE PROPRIETORSHIP; START DATE 1/1/2012; 20 HRS PER MONTH; 0 DURING TRADING; OWNERSHIP OF FAMILY CATTLE RANCHING OPERATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-09
  • S66 Uniform Combined State Law Examination
    2015-04-09
Other Names
  • Miguel Angel Montejano

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