Stefen T. Blount

Wells Fargo Clearing Services, LLC

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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

Authority	Category	Status	Date
MD	RA	APPROVED	2024-08-01

MD RA
APPROVED

Since 2024-08-01

Branch Locations

8851 Belair Rd, Baltimore, MD 21236 • United States

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • 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

Organization	City	State	From	To
Bank Of America, N.A.	Hunt Valley	MD	02/2016	02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbia	MD	06/2021	08/2024
Bank Of America N.A.	Columbia	MD	06/2021	08/2024
Facet Wealth	Baltimore	MD	04/2019	05/2021
Wells Fargo Clearing Services, Llc.	Columbia	MD	08/2024	Present

02/2016 → 02/2019

Bank Of America, N.A.

Hunt Valley, MD
06/2021 → 08/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, MD
06/2021 → 08/2024

Bank Of America N.A.

Columbia, MD
04/2019 → 05/2021

Facet Wealth

Baltimore, MD
08/2024 → Present

Wells Fargo Clearing Services, Llc.

Columbia, MD

Previous Registrations

2021-07-17 → 2024-08-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Columbia, MD

Baltimore, MD

Lutherville, MD

Bel Air, MD

Abingdon, MD
2016-01-29 → 2019-02-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Hunt Valley, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-15

S66 Uniform Combined State Law Examination

2021-07-15

Designations

Other Names

Stefen Blount
Stefen T Blount

View on SEC IAPD

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EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD

1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

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