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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 2025-07-14
FL RA APPROVED 2011-10-10
  • TX RA
    APPROVED
    Since 2025-07-14
  • FL RA
    APPROVED
    Since 2011-10-10

Branch Locations

800 N Magnolia Ave 14Th Fl [E2-Rbo], Orlando, FL 32803 • United States

16949 Us Hwy 441, Mount Dora, FL 32757 • 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
Stone Creek Home Owners Winter Garden FL 11/2010 Present
Wells Fargo Advisors Llc Mount Dora FL 09/2011 11/2016
Wells Fargo Clearing Services, Llc Mount Dora FL 11/2016 Present
  • 11/2010 → Present
    Stone Creek Home Owners
    Winter Garden, FL
  • 09/2011 → 11/2016
    Wells Fargo Advisors Llc
    Mount Dora, FL
  • 11/2016 → Present
    Mount Dora, FL
Previous Registrations
  • 2010-04-15 → 2011-10-03
    Chase Investment Services Corp.
    Ocoee, FL
    Apopka, FL
    Mt. Dora, FL
    Ocoee, FL
    Mount Dora, FL
    Clermont, FL
    Clermont, FL
    Winter Garden, FL
  • 2006-10-12 → 2010-03-17
    Tampa, FL
    Riverview, FL
    Tampa, FL
    Belleview, FL
    Leesburg, FL
    Orlando, FL
    Orlando, FL
    Sun City Center, FL
  • 2005-07-05 → 2006-03-15
    Morgan Stanley Dw Inc.
    Tampa, FL
Other Businesses

RENTAL PROPERTY; INV RELATED; ROBBINSVILLE, NC; 100% OWNERSHIP; START DATE 2/14/2024; 0 HOURS PER MONTH; 0 DURING TRADING; OWNER. JDR ACQUISITIONS LLC; INV RELATED; ROBBINSVILLE, NC; 100% OWNERSHIP WITH SPOUSE; START DATE 2/9/2024; 0 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER. RENTAL PROPERTY - HUSKY; INV RELATED; BRYSON CITY,NC; SHORT-TERM RENTAL;50% OWNERSHIP; START DATE: 01/29/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-01
  • S66 Uniform Combined State Law Examination
    2005-07-01
Designations
Other Names
  • Tim Koerper
  • Timothy Koerper

View on SEC IAPD

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