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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 2024-11-04
  • TX RA
    APPROVED
    Since 2024-11-04

Branch Locations

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

2820 Flower Mound Rd, Flower Mound, TX 75022 • 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
Jpmorgan Chase Bank, N.A. University Park TX 03/2021 09/2024
J.P. Morgan Securities Llc University Park TX 03/2021 09/2024
Dallas Jackals Rugby Frisco TX 08/2020 12/2020
Houston's Dallas TX 07/2019 03/2020
Cumulus Media - Dallas Dallas TX 05/2018 07/2019
Sprout's Farmer's Market Denton TX 05/2017 05/2018
Unemployed Dallas TX 10/2015 04/2017
Unemployed Dallas TX 04/2020 07/2020
Unemployed Dallas TX 01/2021 02/2021
Wells Fargo Clearing Services, Llc Flower Mound TX 10/2024 Present
Wells Fargo Bank, Na Flower Mound TX 10/2024 Present
  • 03/2021 → 09/2024
    Jpmorgan Chase Bank, N.A.
    University Park, TX
  • 03/2021 → 09/2024
    J.P. Morgan Securities Llc
    University Park, TX
  • 08/2020 → 12/2020
    Dallas Jackals Rugby
    Frisco, TX
  • 07/2019 → 03/2020
    Houston's
    Dallas, TX
  • 05/2018 → 07/2019
    Cumulus Media - Dallas
    Dallas, TX
  • 05/2017 → 05/2018
    Sprout's Farmer's Market
    Denton, TX
  • 10/2015 → 04/2017
    Unemployed
    Dallas, TX
  • 04/2020 → 07/2020
    Unemployed
    Dallas, TX
  • 01/2021 → 02/2021
    Unemployed
    Dallas, TX
  • 10/2024 → Present
    Flower Mound, TX
  • 10/2024 → Present
    Wells Fargo Bank, Na
    Flower Mound, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
S63 Uniform Securities Agent State Law Examination 2021-06-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04
  • S63 Uniform Securities Agent State Law Examination
    2021-06-04
Other Names
  • David Patterson

View on SEC IAPD

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