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Daniel Kalvaitis

Wells Fargo Clearing Services, LLC

St. Louis, MO

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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
MO RA APPROVED 2026-01-21
  • MO RA
    APPROVED
    Since 2026-01-21

Branch Locations

One N Jefferson Ave, St. Louis, MO 63103 • 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 St. Louis MO 10/2020 08/2021
Self-Employed Chicago IL 04/2020 09/2020
Inforeach Inc Chicago IL 03/2020 03/2020
Cfa Watertower Chicago IL 01/2020 02/2020
Self-Employed Chicago IL 08/2019 12/2019
Enfusion Chicago IL 05/2018 07/2019
Biotronik Se & Co Kg Berlin 06/2017 07/2017
Northwestern Mutual Springfield IL 05/2015 02/2017
Full-Time Education St. Louis MO 08/2014 05/2018
Fidelity Investments Merrimack NH 08/2021 03/2024
Wells Fargo Advisors St. Louis MO 01/2026 Present
Self-Employed St. Louis MO 11/2024 01/2026
Fidelity Investments Durham NC 04/2024 11/2024
  • 10/2020 → 08/2021
    Td Ameritrade
    St. Louis, MO
  • 04/2020 → 09/2020
    Self-Employed
    Chicago, IL
  • 03/2020 → 03/2020
    Inforeach Inc
    Chicago, IL
  • 01/2020 → 02/2020
    Cfa Watertower
    Chicago, IL
  • 08/2019 → 12/2019
    Self-Employed
    Chicago, IL
  • 05/2018 → 07/2019
    Enfusion
    Chicago, IL
  • 06/2017 → 07/2017
    Biotronik Se & Co Kg
    Berlin
  • 05/2015 → 02/2017
    Northwestern Mutual
    Springfield, IL
  • 08/2014 → 05/2018
    Full-Time Education
    St. Louis, MO
  • 08/2021 → 03/2024
    Fidelity Investments
    Merrimack, NH
  • 01/2026 → Present
    Wells Fargo Advisors
    St. Louis, MO
  • 11/2024 → 01/2026
    Self-Employed
    St. Louis, MO
  • 04/2024 → 11/2024
    Fidelity Investments
    Durham, NC
Previous Registrations
  • 2024-05-06 → 2024-12-09
    Fidelity Personal And Workplace Advisors
    Clayton, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-27
S63 Uniform Securities Agent State Law Examination 2021-02-08
  • S66 Uniform Combined State Law Examination
    2024-04-27
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
Other Names
  • Daniel Kalvaitis
  • Daniel Kalvaitis
  • Daniel S Kalvaitis
  • Daniel S Kalvaitis

View on SEC IAPD

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