Best Investors Account Sign in
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 2022-07-14
  • FL RA
    APPROVED
    Since 2022-07-14

Branch Locations

1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States

460 State Road 13, Jacksonville, FL 32259 • 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 Investments Jacksonville FL 01/2021 05/2022
Unemployed Saint Johns FL 03/2020 12/2020
Carter Healthcare Oklahoma City OK 01/2014 02/2020
Wells Fargo Clearing Services, Llc Jacksonville FL 06/2022 Present
Wells Fargo Bank, Na Jacksonville FL 06/2022 Present
  • 01/2021 → 05/2022
    Fidelity Investments
    Jacksonville, FL
  • 03/2020 → 12/2020
    Unemployed
    Saint Johns, FL
  • 01/2014 → 02/2020
    Carter Healthcare
    Oklahoma City, OK
  • 06/2022 → Present
    Jacksonville, FL
  • 06/2022 → Present
    Wells Fargo Bank, Na
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-13
S63 Uniform Securities Agent State Law Examination 2021-05-13
  • S66 Uniform Combined State Law Examination
    2022-07-13
  • S63 Uniform Securities Agent State Law Examination
    2021-05-13
Other Names
  • Taylor Benjamin Willetts
  • Taylor Willetts

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor