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Eliana Marcela Sanchez

Wells Fargo Clearing Services, LLC

Milford, CT

Waterbury, CT

Prospect, CT

Fairfield, CT

Shelton, CT

Purchase, NY

Melville, NY

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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
NY RA APPROVED 2025-09-05
CT RA APPROVED 2025-05-21
  • NY RA
    APPROVED
    Since 2025-09-05
  • CT RA
    APPROVED
    Since 2025-05-21

Branch Locations

215 Cherry St, Milford, CT 06460 • United States

800 Wolcott Street, Waterbury, CT 06702 • United States

66 Waterbury Rd, Prospect, CT 06712 • United States

2115 Black Rock Tpke, Fairfield, CT 06825 • United States

320 Coram Ave, Shelton, CT 06484 • United States

2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • United States

68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • 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
Jpmorgan Securities Llc Riverside CT 02/2015 12/2024
Jpmorgan Chase Bank Riverside CT 06/2015 02/2017
Jp Morgan Chase Bank Riverside CT 02/2017 12/2024
Wells Fargo Clearing Services, Llc Ansonia CT 12/2024 Present
  • 02/2015 → 12/2024
    Jpmorgan Securities Llc
    Riverside, CT
  • 06/2015 → 02/2017
    Jpmorgan Chase Bank
    Riverside, CT
  • 02/2017 → 12/2024
    Jp Morgan Chase Bank
    Riverside, CT
  • 12/2024 → Present
    Wells Fargo Clearing Services, Llc
    Ansonia, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
S63 Uniform Securities Agent State Law Examination 2015-04-10
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21
  • S63 Uniform Securities Agent State Law Examination
    2015-04-10
Other Names
  • Eliana Marcela Sanchez
  • Eliana Marcela Bolivar

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
COASTAL BRIDGE ADVISORS
HIGHTOWER ADVISORS, LLC
PFS INVESTMENTS INC.
WRIGHT INVESTORS SERVICE INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

GREGORY PAUL GELOSO
BETH ANNE BOTTI
SHAN C DIAO
JOSEPH NORVISH
RANDY JOHN MAKLES
MELISSA MORLEY
EDWARD CHARLES FREDERICKS
STEVEN STANLEY NESTER

Other Offices

EQUITABLE ADVISORS, LLC · MILFORD, CT
COASTAL BRIDGE ADVISORS · Milford, CT
HIGHTOWER ADVISORS, LLC · Milford, CT
PFS INVESTMENTS INC. · MILFORD, CT
PFS INVESTMENTS INC. · MILFORD, CT
WRIGHT INVESTORS SERVICE INC · MILFORD, CT
STATE FARM INVESTMENT MANAGEMENT CORP. · Stratford, CT
LPL FINANCIAL LLC · STRATFORD, CT

More in Milford, CT

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