Mordechai Bock

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 08/2022 → 06/2023
  100X Labs
  Boca Raton, FL
• 06/2021 → 03/2022
  Flow Research Collective
  Lake Tahoe, NV
• 02/2022 → 06/2022
  Watchful.aI
  Tel Aviv
• 02/2020 → 12/2021
  Student
  Boca Raton, FL
• 10/2014 → 02/2020
  Student
  Jerusalem
• 11/2016 → 06/2017
  Sonovia (Formerly Nano-Textile)
  Ramat Gan

Previous Registrations

• 2023-12-05 → 2024-12-04
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

TRADE COLLECTIBLES PRIMARILY COMIC BOOKS; NOT INV RELATED; BOCA RATON,FL; BUYING AND SELLING COLLECTIBLES ;100% OWNERSHIP; START DATE: 03/02/2020; 15 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2023-12-04