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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
TX RA APPROVED 2025-09-11
PA RA APPROVED 2025-02-18
  • TX RA
    APPROVED
    Since 2025-09-11
  • PA RA
    APPROVED
    Since 2025-02-18

Branch Locations

1250 Broadcasting Rd, Wyomissing, PA 19610 • 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 Wyomissing PA 10/2024 Present
Apple Inc New York NY 09/2016 06/2017
Janney Montgomery Scott Philadelphia PA 07/2018 03/2020
Bbdo New York New York NY 03/2020 02/2021
Grey New York New York NY 09/2021 10/2024
Fordham University New York NY 06/2015 01/2018
N/A Reading PA 01/2018 07/2018
N/A Reading PA 02/2021 09/2021
  • 10/2024 → Present
    Wyomissing, PA
  • 09/2016 → 06/2017
    Apple Inc
    New York, NY
  • 07/2018 → 03/2020
    Janney Montgomery Scott
    Philadelphia, PA
  • 03/2020 → 02/2021
    Bbdo New York
    New York, NY
  • 09/2021 → 10/2024
    Grey New York
    New York, NY
  • 06/2015 → 01/2018
    Fordham University
    New York, NY
  • 01/2018 → 07/2018
    N/A
    Reading, PA
  • 02/2021 → 09/2021
    N/A
    Reading, PA
Other Businesses

BERKS COUNTY BASKETBALL OFFICIALS ASSOCIATION; NOT INV RELATED; READING,PA; SPORTS; REFEREE ; START DATE: 12/01/2025; 16 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-18
  • S66 Uniform Combined State Law Examination
    2025-02-18

View on SEC IAPD

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