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Jerry Grant Daniels

Wells Fargo Clearing Services, LLC

Parker, CO

Greenwood Village, CO

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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
CO RA APPROVED 2021-08-13
  • CO RA
    APPROVED
    Since 2021-08-13

Branch Locations

10900 S Parker Rd, Parker, CO 80134 • United States

5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • 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 Parker CO 12/2015 Present
Wells Fargo Clearing Services, Llc Parker CO 06/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-13
S63 Uniform Securities Agent State Law Examination 2018-08-30
  • S66 Uniform Combined State Law Examination
    2021-08-13
  • S63 Uniform Securities Agent State Law Examination
    2018-08-30
Other Names
  • Jerry Daniels

View on SEC IAPD

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JOE OKABE
GREGORY WILLIAM GILES
JEREMY J MONTAG
DAX RUSH
ANGELA M. SMITH
MIRANDA WILSON RAVIN
WAYNE A. WATTS

Other Offices

STRATEGIC ADVISERS LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
RAISA ENERGY LLC · CENTENNIAL, CO
GOOD LIFE ADVISORS, LLC · CENTENNIAL, CO
EDWARD JONES · GREENWOOD VILLAGE, CO
CAPTRUST · Greenwood Village, CO
WESTWIND CAPITAL · Centennial, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENWOOD VILLAGE, CO

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