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Kareli Kinue Lopez Montoya

Wells Fargo Advisors Financial Network, LLC

Clearwater, FL

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-21
TX RA APPROVED 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-20

Branch Locations

18167 Us Highway 19 N Suite 515, Clearwater, FL 33764 • 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 Clearing Services, Llc Miami FL 01/2019 02/2022
Randstad Miami FL 06/2018 01/2019
Homemaking Miami FL 08/2016 06/2018
Morgan Stanley Smith Barney Llc Palm Harbor FL 08/2022 08/2023
Homemaking Tampa FL 02/2022 08/2022
Wells Fargo Clearing Services, Llc Clearwater FL 08/2023 08/2026
Wells Fargo Advisors Financial Network, Llc Clearwater FL 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-12
  • S66 Uniform Combined State Law Examination
    2022-10-12
Other Names
  • Kareli K Lopezmontoya
  • Kareli K Lopez Montoya
  • Kareli Kinue Lopez Montoya

View on SEC IAPD

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