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Bernardo Lima

Wells Fargo Clearing Services, LLC

St. Louis, MO

Charlotte, NC

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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 2026-01-05
  • NC RA
    APPROVED
    Since 2026-01-05

Branch Locations

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • 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
Morgan Stanley Temple Terrace FL 06/2020 03/2023
Enterprise Holdings Tampa FL 09/2019 03/2020
Scotlynn Group Tampa FL 05/2019 08/2019
Gator's Dockside Tampa FL 05/2019 07/2019
Under Armour Wesley Chapel FL 12/2018 06/2019
Vivint Smarthome Tampa FL 11/2016 08/2017
University Of South Florida Tampa FL 08/2015 05/2020
Raymond James & Associates Saint Petersburg FL 03/2023 12/2025
Citigroup Tampa FL 06/2021 03/2023
Wells Fargo Clearing Services, Llc Charlotte NC 12/2025 Present
  • 06/2020 → 03/2023
    Morgan Stanley
    Temple Terrace, FL
  • 09/2019 → 03/2020
    Enterprise Holdings
    Tampa, FL
  • 05/2019 → 08/2019
    Scotlynn Group
    Tampa, FL
  • 05/2019 → 07/2019
    Gator's Dockside
    Tampa, FL
  • 12/2018 → 06/2019
    Under Armour
    Wesley Chapel, FL
  • 11/2016 → 08/2017
    Vivint Smarthome
    Tampa, FL
  • 08/2015 → 05/2020
    University Of South Florida
    Tampa, FL
  • 03/2023 → 12/2025
    Raymond James & Associates
    Saint Petersburg, FL
  • 06/2021 → 03/2023
    Citigroup
    Tampa, FL
  • 12/2025 → Present
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-25
  • S66 Uniform Combined State Law Examination
    2020-09-25
Other Names
  • Bernie Lima
  • Bernardo Belchior Lima
  • Bernardo B Lima

View on SEC IAPD

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