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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 2026-06-11
GA RA APPROVED 2024-06-24
  • TX RA
    APPROVED
    Since 2026-06-11
  • GA RA
    APPROVED
    Since 2024-06-24

Branch Locations

3280 Peachtree Rd Ne Stes 300 & 400 [Support Center], Atlanta, GA 30305 • United States

2520 Northwinds Pkwy Ste 200 Two Northwinds Center, Alpharetta, GA 30009 • 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
The Vanguard Group, Inc. Charlotte NC 08/2018 07/2019
Talent Bridge Charlotte NC 05/2018 08/2018
Amerisourcebergen - The Lash Group Fort Mill SC 09/2017 04/2018
Aon Retiree Health Exchange Charlotte NC 04/2014 07/2017
Wells Fargo Clearing Services, Llc Atlanta GA 07/2019 Present
  • 08/2018 → 07/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 05/2018 → 08/2018
    Talent Bridge
    Charlotte, NC
  • 09/2017 → 04/2018
    Amerisourcebergen - The Lash Group
    Fort Mill, SC
  • 04/2014 → 07/2017
    Aon Retiree Health Exchange
    Charlotte, NC
  • 07/2019 → Present
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-31
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S65 Uniform Investment Adviser Law Examination
    2024-12-31
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Other Names
  • Fendi Davis
  • Frendisha Renee Davis
  • Frendisha Davis

View on SEC IAPD

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