Best Investors Account Sign in

Dawn Mcenany

Wells Fargo Clearing Services, LLC

Orlando, FL

Mount Dora, FL

Claim This Profile
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 2024-09-05
FL RA APPROVED 2024-08-22
  • TX RA
    APPROVED
    Since 2024-09-05
  • FL RA
    APPROVED
    Since 2024-08-22

Branch Locations

800 N Magnolia Ave 14Th Fl [E2-Rbo], Orlando, FL 32803 • United States

16949 Us Hwy 441, Mount Dora, FL 32757 • 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 Jacksonville FL 09/2020 Present
Whispering Winds Mount Dora FL 04/2016 12/2019
Unemployed- Covid Mount Dora FL 12/2019 09/2020
  • 09/2020 → Present
    Wells Fargo Clearing Services, Llc
    Jacksonville, FL
  • 04/2016 → 12/2019
    Whispering Winds
    Mount Dora, FL
  • 12/2019 → 09/2020
    Unemployed- Covid
    Mount Dora, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-30
  • S66 Uniform Combined State Law Examination
    2024-07-30
Other Names
  • Dawn Hiers Abbott
  • Dawn Elise Hiers
  • Dawn Hiers Mcenany

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor