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Kera Leigh Marconi

Wells Fargo Clearing Services, LLC

Fort Worth, TX

Bartonville, TX

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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 2026-06-24
  • TX RA
    APPROVED
    Since 2026-06-24

Branch Locations

201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States

3701 Fm 407 E Ste 100, Bartonville, TX 76226 • 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 Bartonville TX 05/2026 Present
Wells Fargo Bank, Na Bartonville TX 05/2026 Present
Unemployed Lantana TX 11/2025 05/2026
Fidelity Investments Westlake TX 10/2020 05/2021
Bank Of America Trophy Club TX 01/2020 10/2020
Pointbank Flower Mound TX 03/2016 05/2019
University Of North Texas Denton TX 01/2016 12/2019
Unemployed Lantana TX 11/2019 12/2019
Charles Schwab Westlake TX 07/2021 05/2022
Fidelity Investments Westlake TX 09/2020 05/2021
J.P. Morgan Securities Llc Hickory Creek TX 11/2022 11/2025
Jpmorgan Chase Bank, N.A. Hickory Creek TX 11/2022 11/2025
Unemployed Lantana TX 06/2021 06/2021
Unemployed Lantana TX 06/2022 10/2022
Blalack And Williams, Lc Dallas TX 09/2019 10/2019
  • 05/2026 → Present
    Wells Fargo Clearing Services, Llc
    Bartonville, TX
  • 05/2026 → Present
    Wells Fargo Bank, Na
    Bartonville, TX
  • 11/2025 → 05/2026
    Unemployed
    Lantana, TX
  • 10/2020 → 05/2021
    Fidelity Investments
    Westlake, TX
  • 01/2020 → 10/2020
    Bank Of America
    Trophy Club, TX
  • 03/2016 → 05/2019
    Pointbank
    Flower Mound, TX
  • 01/2016 → 12/2019
    University Of North Texas
    Denton, TX
  • 11/2019 → 12/2019
    Unemployed
    Lantana, TX
  • 07/2021 → 05/2022
    Charles Schwab
    Westlake, TX
  • 09/2020 → 05/2021
    Fidelity Investments
    Westlake, TX
  • 11/2022 → 11/2025
    J.P. Morgan Securities Llc
    Hickory Creek, TX
  • 11/2022 → 11/2025
    Jpmorgan Chase Bank, N.A.
    Hickory Creek, TX
  • 06/2021 → 06/2021
    Unemployed
    Lantana, TX
  • 06/2022 → 10/2022
    Unemployed
    Lantana, TX
  • 09/2019 → 10/2019
    Blalack And Williams, Lc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-24
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-24
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Kera L Marconi
  • Kera Marconi
  • Kera Leigh Marconi

View on SEC IAPD

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INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

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