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Logan Lee Bockhahn

Wells Fargo Clearing Services, LLC

Villa Park, CA

Irvine, CA

CRD 7400711

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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 2024-05-23
  • CA RA
    APPROVED
    Since 2024-05-23

Branch Locations

17775 Santiago Blvd, Villa Park, CA 92861 • United States

5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • 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
Ameriprise Financial Services, Llc Arcadia CA 06/2021 05/2024
Saint Mary's College Of California Moraga CA 08/2016 05/2021
Vineyard Vines Walnut Creek CA 09/2016 04/2018
N/A Lafayette CA 04/2018 03/2020
My Flooring Guy Huntington Beach CA 08/2020 10/2020
Moss Lane Ventures Templeton CA 10/2020 05/2021
Wells Fargo Clearing Services, Llc Irvine CA 05/2024 Present
  • 06/2021 → 05/2024
    Ameriprise Financial Services, Llc
    Arcadia, CA
  • 08/2016 → 05/2021
    Saint Mary's College Of California
    Moraga, CA
  • 09/2016 → 04/2018
    Vineyard Vines
    Walnut Creek, CA
  • 04/2018 → 03/2020
    N/A
    Lafayette, CA
  • 08/2020 → 10/2020
    My Flooring Guy
    Huntington Beach, CA
  • 10/2020 → 05/2021
    Moss Lane Ventures
    Templeton, CA
  • 05/2024 → Present
    Wells Fargo Clearing Services, Llc
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-09
  • S66 Uniform Combined State Law Examination
    2022-05-09

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC

Nearby Investors

Nicole Sahar Slapak
Nicole Marie Campos
William Richard Nolan

Nearby Offices

J.P. MORGAN SECURITIES LLC · Villa Park, CA
U.S. BANCORP ADVISORS, LLC · Villa Park, CA
WELLS FARGO CLEARING SERVICES, LLC · VILLA PARK, CA

More in Villa Park, CA

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