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Matthew Payton

Wells Fargo Clearing Services, LLC

Irving, TX

St. Louis, MO

CRD 7256151

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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
TX RA APPROVED 2023-08-15
  • TX RA
    APPROVED
    Since 2023-08-15

Branch Locations

401 Las Colinas Blvd W Bldg B, Irving, TX 75039 • 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
Fidelity Brokerage Services Llc Westlake TX 05/2020 01/2023
National Financial Services Llc Westlake TX 06/2017 05/2020
University Of North Texas Denton TX 08/2015 05/2017
Hydrous Wake Park Little Elm TX 06/2016 09/2016
Wells Fargo Clearing Services Irving TX 08/2023 Present
Us Tech Solutions Irving TX 07/2023 10/2023
Unemployed Lewisville TX 01/2023 07/2023
  • 05/2020 → 01/2023
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 06/2017 → 05/2020
    National Financial Services Llc
    Westlake, TX
  • 08/2015 → 05/2017
    University Of North Texas
    Denton, TX
  • 06/2016 → 09/2016
    Hydrous Wake Park
    Little Elm, TX
  • 08/2023 → Present
    Wells Fargo Clearing Services
    Irving, TX
  • 07/2023 → 10/2023
    Us Tech Solutions
    Irving, TX
  • 01/2023 → 07/2023
    Unemployed
    Lewisville, TX
Previous Registrations
  • 2020-08-26 → 2023-01-11
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

M-WILLIAM INVESTMENTS, LLC, INVT RELATED, EULESS, TX, 100% OWNERSHIP, START DATE 8/17/2012, 1 HR PER MONTH AND DURING TRADING, PERSONAL INVESTMENTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-24
  • S66 Uniform Combined State Law Examination
    2020-08-24
Other Names
  • Matthew William Payton
  • Matthew Payton

View on SEC IAPD

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