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Kevon Purnell

Wells Fargo Clearing Services, LLC

Charlotte, NC

St. Louis, MO

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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
NC RA APPROVED 2025-12-08
  • NC RA
    APPROVED
    Since 2025-12-08

Branch Locations

550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • 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
Charles Schwab & Co., Inc. Reston VA 05/2018 11/2025
Unemployed N/A VA 03/2018 05/2018
Liberty Source Pbc Hampton VA 08/2017 03/2018
Anchor Financial Group Chesapeake VA 05/2017 08/2017
Student N/A VA 12/2016 05/2017
Northwestern Mutual Virginia Beach VA 05/2016 12/2016
Charles Schwab Bank, Ssb Reston VA 07/2020 11/2025
Wells Fargo Clearing Services Charlotte NC 11/2025 Present
  • 05/2018 → 11/2025
    Charles Schwab & Co., Inc.
    Reston, VA
  • 03/2018 → 05/2018
    Unemployed
    N/A, VA
  • 08/2017 → 03/2018
    Liberty Source Pbc
    Hampton, VA
  • 05/2017 → 08/2017
    Anchor Financial Group
    Chesapeake, VA
  • 12/2016 → 05/2017
    Student
    N/A, VA
  • 05/2016 → 12/2016
    Northwestern Mutual
    Virginia Beach, VA
  • 07/2020 → 11/2025
    Charles Schwab Bank, Ssb
    Reston, VA
  • 11/2025 → Present
    Wells Fargo Clearing Services
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-15
S63 Uniform Securities Agent State Law Examination 2018-12-07
  • S66 Uniform Combined State Law Examination
    2020-06-15
  • S63 Uniform Securities Agent State Law Examination
    2018-12-07
Other Names
  • Kevon Andreas Purnell

View on SEC IAPD

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