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Bertha Andrea Avalos

Wells Fargo Clearing Services, LLC

Scottsdale, AZ

Sun City West, AZ

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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
AZ RA APPROVED 2021-11-30
CA RA APPROVED 2021-11-15
  • AZ RA
    APPROVED
    Since 2021-11-30
  • CA RA
    APPROVED
    Since 2021-11-15

Branch Locations

8601 N Scottsdale Rd Ste 150 [Tl-Rbo], Scottsdale, AZ 85253 • United States

19002 N R H Johnson Blvd, Sun City West, AZ 85375 • 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 Na Surprise AZ 07/2006 Present
Wells Fargo Clearing Services Llc Surprise AZ 06/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-15
S63 Uniform Securities Agent State Law Examination 2018-08-30
  • S66 Uniform Combined State Law Examination
    2021-11-15
  • S63 Uniform Securities Agent State Law Examination
    2018-08-30
Other Names
  • Bertha Andrea Holbert
  • Andrea Holbert
  • Andrea Avalos

View on SEC IAPD

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