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Michael Jorgenson

Wells Fargo Clearing Services, LLC

Columbia, MD

Washington, DC

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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
VA RA APPROVED 2024-07-22
DC RA APPROVED 2023-01-10
  • VA RA
    APPROVED
    Since 2024-07-22
  • DC RA
    APPROVED
    Since 2023-01-10

Branch Locations

8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States

5701 Connecticut Ave Nw, Washington, DC 20015 • 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
Morgan Stanley Bethesda MD 06/2016 12/2016
Joes Place Pizza And Pasta Vienna VT 07/2016 12/2016
Wells Fargo Advisors Financial Network, Llc Bethesda MD 12/2016 05/2019
Citigroup Llc Reston VA 05/2019 01/2023
Wells Fargo Clearing Services, Llc Bethesda MD 01/2023 Present
Previous Registrations
  • 2019-05-20 → 2023-01-10
    Citigroup Global Markets Inc.
    Miami, FL
    Chicago, IL
    Reston, VA
    Washington, DC
    Gloucester, VA
    Washington, DC
    Falls Church, VA
    Washington, DC
    Fort Mill, SC
    Mclean, VA
    Vienna, VA
    Centreville, VA
    San Antonio, TX
    Reston, VA
    Chicago, IL
    Washington, DC
    Reston, VA
    Vienna, VA
  • 2017-08-18 → 2019-05-10
    Wells Fargo Advisors Financial Network, Llc
    Bethesda, MD
Other Businesses

LYFT; NOT INV RELATED; SAN FRANCISCO, CA; DRIVER; START; 07/14/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; DRIVER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-18
  • S66 Uniform Combined State Law Examination
    2017-08-18

View on SEC IAPD

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ZHIYUAN ZHANG
Yan Zhang
NIANKE MA

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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