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Patrick Murphy Smith

Wells Fargo Clearing Services, LLC

Davidson, NC

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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
NC RA APPROVED 2026-03-03
TX RA APPROVED_RES 2022-07-07
  • NC RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED_RES
    Since 2022-07-07

Branch Locations

130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • 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 Charlotte NC 04/2021 Present
Us Tech Solutions Jersey City NJ 04/2021 07/2021
Target Charlotte NC 08/2018 02/2021
Target Wesley Chapel NC 06/2017 08/2018
Subway Wesley Chapel NC 10/2015 11/2016
University Of North Carolina At Charlotte Charlotte NC 08/2017 12/2020
Unemployed Waxhaw NC 11/2016 06/2017
  • 04/2021 → Present
    Wells Fargo Clearing Services Llc
    Charlotte, NC
  • 04/2021 → 07/2021
    Us Tech Solutions
    Jersey City, NJ
  • 08/2018 → 02/2021
    Target
    Charlotte, NC
  • 06/2017 → 08/2018
    Target
    Wesley Chapel, NC
  • 10/2015 → 11/2016
    Subway
    Wesley Chapel, NC
  • 08/2017 → 12/2020
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 11/2016 → 06/2017
    Unemployed
    Waxhaw, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2022-06-17
Other Names
  • Patrick Smith

View on SEC IAPD

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CHRISTINA MCCONNELL
JERATHEN LEVON TILLMAN
LAURA LONG
RANDI DERENE
KYLE WHITFIELD LAMBETH

Other Offices

LPL FINANCIAL LLC · DAVIDSON, NC
LPL FINANCIAL LLC · DAVIDSON, NC
WELLS FARGO CLEARING SERVICES, LLC · DAVIDSON, NC
MERIT FINANCIAL ADVISORS · DAVIDSON, NC
EDWARD JONES · Davidson, NC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC · DAVIDSON, NC
GENEOS WEALTH MANAGEMENT, INC. · Davidson, NC
ROBERT W. BAIRD & CO. INCORPORATED · DAVIDSON, NC

More in Davidson, NC

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