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Andrew Davis

Wells Fargo Clearing Services, LLC

Aventura, FL

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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
FL RA APPROVED 2025-09-26
  • FL RA
    APPROVED
    Since 2025-09-26

Branch Locations

19950 W Country Club Dr 9Th Fl, Aventura, FL 33180 • 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 Clearing Services, Llc Aventura FL 07/2023 Present
United Access Insurance Boca Raton FL 01/2018 02/2019
Senior Life Insurance Company Las Vegas NV 02/2019 03/2022
Interstate Brokers Of America Fort Lauderdale FL 12/2019 01/2020
Family First Life Boca Raton FL 04/2021 09/2021
Security National Life Hollywood FL 03/2022 06/2023
First Guaranty Insurance Company Hollywood FL 10/2022 06/2023
Great Western Insurance Company Hollywood FL 10/2022 06/2023
Florida State University Tallahassee FL 06/2015 01/2018
  • 07/2023 → Present
    Wells Fargo Clearing Services, Llc
    Aventura, FL
  • 01/2018 → 02/2019
    United Access Insurance
    Boca Raton, FL
  • 02/2019 → 03/2022
    Senior Life Insurance Company
    Las Vegas, NV
  • 12/2019 → 01/2020
    Interstate Brokers Of America
    Fort Lauderdale, FL
  • 04/2021 → 09/2021
    Family First Life
    Boca Raton, FL
  • 03/2022 → 06/2023
    Security National Life
    Hollywood, FL
  • 10/2022 → 06/2023
    First Guaranty Insurance Company
    Hollywood, FL
  • 10/2022 → 06/2023
    Great Western Insurance Company
    Hollywood, FL
  • 06/2015 → 01/2018
    Florida State University
    Tallahassee, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-25
S63 Uniform Securities Agent State Law Examination 2024-04-06
  • S65 Uniform Investment Adviser Law Examination
    2024-04-25
  • S63 Uniform Securities Agent State Law Examination
    2024-04-06
Other Names
  • Andrew Martin Davis

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
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