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Anthony Alexander Vidal

Wells Fargo Clearing Services, LLC

Kissimmee, FL

Winter Park, FL

CRD 6661921

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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:

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 2024-11-15
  • FL RA
    APPROVED
    Since 2024-11-15

Branch Locations

351 Cypress Pkwy, Kissimmee, FL 34759 • United States

480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • 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
Jp Morgan Securities Llc New York NY 06/2016 08/2019
Jpmorgan Chase Bank New York NY 11/2011 08/2019
Wells Fargo Clearing Services, Llc Airmont NY 10/2019 12/2021
Wlls Fargo Bank, Na Airmont NY 10/2019 12/2021
New York Life Insurance Co New York NY 07/2022 04/2023
Nylife Securities Llc New York NY 08/2022 04/2023
Facet Wealth Bronx NY 12/2021 05/2022
Uber Bronx NY 07/2022 Present
Wells Fargo Clearing Services, Llc Kissimmee FL 04/2023 Present
Wlls Fargo Bank, Na Kissimmee FL 04/2023 Present
  • 06/2016 → 08/2019
    Jp Morgan Securities Llc
    New York, NY
  • 11/2011 → 08/2019
    Jpmorgan Chase Bank
    New York, NY
  • 10/2019 → 12/2021
    Wells Fargo Clearing Services, Llc
    Airmont, NY
  • 10/2019 → 12/2021
    Wlls Fargo Bank, Na
    Airmont, NY
  • 07/2022 → 04/2023
    New York Life Insurance Co
    New York, NY
  • 08/2022 → 04/2023
    Nylife Securities Llc
    New York, NY
  • 12/2021 → 05/2022
    Facet Wealth
    Bronx, NY
  • 07/2022 → Present
    Uber
    Bronx, NY
  • 04/2023 → Present
    Wells Fargo Clearing Services, Llc
    Kissimmee, FL
  • 04/2023 → Present
    Wlls Fargo Bank, Na
    Kissimmee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
S63 Uniform Securities Agent State Law Examination 2016-09-12
  • S66 Uniform Combined State Law Examination
    2024-11-14
  • S63 Uniform Securities Agent State Law Examination
    2016-09-12
Other Names
  • Anthony A Vidal
  • Anthony Vidal
  • Anthony Alexander Vidal

View on SEC IAPD

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