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Roberta J Donley

Wells Fargo Clearing Services, LLC

University Place, WA

Seattle, WA

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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
WA RA APPROVED 2011-01-03
  • WA RA
    APPROVED
    Since 2011-01-03

Branch Locations

2615 Bridgeport Way W, University Place, WA 98466 • United States

999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • 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 Bank Federal Way WA 03/2002 Present
Wells Fargo Advisors Llc Burien WA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Burien WA 11/2016 Present
  • 03/2002 → Present
    Wells Fargo Bank
    Federal Way, WA
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Burien, WA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Burien, WA
Previous Registrations
  • 2005-06-29 → 2011-01-03
    Wells Fargo Investments, Llc
    Burien, WA
    Federal Way, WA
    Federal Way, WA
    Federal Way, WA
Other Businesses

TINDAL FAMILY LLC, INV RELATED, SEATTLE, WA, 50% OWNERSHIP, START 5/1/2017, ZERO HOURS PER MONTH, PROPERTY MANAGEMENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-27
  • S66 Uniform Combined State Law Examination
    2005-06-27
Other Names
  • Roberta Joyce Tindal
  • Robbi Joyce Donley
  • Robbi J Donley

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · UNIVERSITY PLACE, WA
BANKERS LIFE ADVISORY SERVICES, INC. · University Place, WA
GLOBAL RETIREMENT PARTNERS LLC · University Place, WA
EDWARD JONES · UNIVERSITY PLACE, WA
CETERA INVESTMENT ADVISERS LLC · UNIVERSITY PLACE, WA
OSAIC WEALTH, INC. · UNIVERSITY PLACE, WA
LPL FINANCIAL LLC · UNIVERSITY PLACE, WA
LPL ENTERPRISE, LLC · UNIVERSITY PLACE, WA

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