Best Investors Account Sign in

Anthony Israel Valle

Wells Fargo Clearing Services, LLC

Palo Alto, CA

Claim This Profile
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
CA RA APPROVED 2019-10-01
TX RA APPROVED_RES 2018-05-04
  • CA RA
    APPROVED
    Since 2019-10-01
  • TX RA
    APPROVED_RES
    Since 2018-05-04

Branch Locations

301 University Ave [Vd-Rbo], Palo Alto, CA 94301 • 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 Burlingame CA 04/2015 11/2016
Wells Fargo Bank, Na Burlingame CA 06/2013 Present
Wells Fargo Clearing Services, Llc Burlingame CA 11/2016 Present
  • 04/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Burlingame, CA
  • 06/2013 → Present
    Wells Fargo Bank, Na
    Burlingame, CA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Burlingame, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-25
S63 Uniform Securities Agent State Law Examination 2015-06-17
  • S65 Uniform Investment Adviser Law Examination
    2019-09-25
  • S63 Uniform Securities Agent State Law Examination
    2015-06-17
Other Names
  • Anthony Valle

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC
CARBIDE VENTURES

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WAVERLEY CAPITAL MANAGEMENT, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor