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Jacquelyn L Martinez

Wells Fargo Clearing Services, LLC

New York, NY

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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_RES 2025-09-09
NY RA APPROVED 2025-08-28
  • TX RA
    APPROVED_RES
    Since 2025-09-09
  • NY RA
    APPROVED
    Since 2025-08-28

Branch Locations

1 Penn Plz Fl 27, New York, NY 10119 • 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
Tdameritrade San Diego CA 06/2018 12/2022
Td Bank, N.A. New York NY 08/2015 06/2018
Charles Schwab & Co., Inc New York City NY 12/2022 07/2025
Charles Schwab Bank, Ssb New York City NY 12/2022 07/2025
Wells Fargo Clearing Services, Llc New York NY 07/2025 Present
Previous Registrations
  • 2022-01-26 → 2025-05-21
    Charles Schwab & Co., Inc.
    New York City, NY
  • 2018-11-13 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    New York, NY
    New York, NY
  • 2018-11-12 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    New York, NY
    New York, NY
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-12
  • S66 Uniform Combined State Law Examination
    2018-11-12
Other Names
  • Jacquelyn Lee Martinez
  • Jackie Martinez
  • Jacquelyn L Martinez
  • Jacquelyn Martinez

View on SEC IAPD

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