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Adam Beason

Wells Fargo Clearing Services, LLC

Charlotte, NC

St. Louis, MO

Charlotte, 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 2024-10-11
TX RA APPROVED_RES 2022-02-24
  • NC RA
    APPROVED
    Since 2024-10-11
  • TX RA
    APPROVED_RES
    Since 2022-02-24

Branch Locations

Charlotte, NC • United States

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

1525 W Wt Harris Blvd 5Th Fl [Clt Rcast], Charlotte, NC 28262 • 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 09/2021 Present
Digital Intelligence Systems Mclean VA 09/2021 10/2024
Walmart Shelby NC 02/2021 Present
Unemployed Kings Mountain NC 01/2021 02/2021
Ups Shelby NC 11/2020 01/2021
Unemployed Kings Mountain NC 05/2020 01/2021
Sun And Ski Sports Concord NC 08/2017 05/2020
Savory Moments Huntersville NC 08/2016 03/2017
Bessemer City Pool Bessemer City NC 05/2018 08/2018
Bessemer City Bessemer City NC 05/2017 08/2017
Sunglass Hut Gaffney SC 05/2018 06/2018
Uncc Charlotte NC 08/2015 05/2020
  • 09/2021 → Present
    Wells Fargo Clearing Services Llc
    Charlotte, NC
  • 09/2021 → 10/2024
    Digital Intelligence Systems
    Mclean, VA
  • 02/2021 → Present
    Walmart
    Shelby, NC
  • 01/2021 → 02/2021
    Unemployed
    Kings Mountain, NC
  • 11/2020 → 01/2021
    Ups
    Shelby, NC
  • 05/2020 → 01/2021
    Unemployed
    Kings Mountain, NC
  • 08/2017 → 05/2020
    Sun And Ski Sports
    Concord, NC
  • 08/2016 → 03/2017
    Savory Moments
    Huntersville, NC
  • 05/2018 → 08/2018
    Bessemer City Pool
    Bessemer City, NC
  • 05/2017 → 08/2017
    Bessemer City
    Bessemer City, NC
  • 05/2018 → 06/2018
    Sunglass Hut
    Gaffney, SC
  • 08/2015 → 05/2020
    Uncc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-28
S63 Uniform Securities Agent State Law Examination 2021-11-19
  • S65 Uniform Investment Adviser Law Examination
    2024-10-28
  • S63 Uniform Securities Agent State Law Examination
    2021-11-19

View on SEC IAPD

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