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Brandon Michael Perry

Wells Fargo Clearing Services, LLC

New York, NY

Short Hills, NJ

El Segundo, CA

Marina Del Rey, CA

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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
CA RA APPROVED 2024-05-07
TX RA APPROVED 2023-09-21
NY RA APPROVED 2023-08-22
  • CA RA
    APPROVED
    Since 2024-05-07
  • TX RA
    APPROVED
    Since 2023-09-21
  • NY RA
    APPROVED
    Since 2023-08-22

Branch Locations

767 5Th Ave 33Rd Fl [Y2-Rbo], New York, NY 10153 • United States

51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States

2141 Rosecrans Ave Ste 4100, El Segundo, CA 90245 • United States

Marina Del Rey, CA • 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
Ubs Financial Services Inc. New York NY 07/2021 11/2022
Savanna Real Estate Fund New York NY 06/2020 08/2020
Eagle Rock Advisors Llc New York NY 05/2019 07/2019
Vaynersports New York NY 05/2018 07/2018
University Of Maryland College Park MD 08/2017 05/2021
Student Short Hills NJ 07/2011 08/2017
Wells Fargo Clearing Services, Llc Short Hills NJ 11/2022 Present
  • 07/2021 → 11/2022
    Ubs Financial Services Inc.
    New York, NY
  • 06/2020 → 08/2020
    Savanna Real Estate Fund
    New York, NY
  • 05/2019 → 07/2019
    Eagle Rock Advisors Llc
    New York, NY
  • 05/2018 → 07/2018
    Vaynersports
    New York, NY
  • 08/2017 → 05/2021
    University Of Maryland
    College Park, MD
  • 07/2011 → 08/2017
    Student
    Short Hills, NJ
  • 11/2022 → Present
    Wells Fargo Clearing Services, Llc
    Short Hills, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-11
S63 Uniform Securities Agent State Law Examination 2023-03-23
  • S65 Uniform Investment Adviser Law Examination
    2023-07-11
  • S63 Uniform Securities Agent State Law Examination
    2023-03-23
Other Names
  • Brandon Perry

View on SEC IAPD

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