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Katelyn Eckroth

Wells Fargo Clearing Services, LLC

Philadelphia, PA

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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 2026-03-03
PA RA APPROVED 2022-07-26
  • TX RA
    APPROVED_RES
    Since 2026-03-03
  • PA RA
    APPROVED
    Since 2022-07-26

Branch Locations

100 N 18Th St 22Nd Fl Two Logan Square, Philadelphia, PA 19103 • 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. Malvern PA 08/2018 02/2020
Guardian Asset Management Levittown PA 07/2017 06/2018
West Chester University West Chester PA 08/2013 05/2017
Dairy Delite Levittown PA 05/2010 09/2016
Morgan Stanley Mount Laurel NJ 02/2020 07/2022
Unemployed Mount Laurel NJ 06/2018 08/2018
Unemployed Mount Laurel NJ 05/2017 07/2017
Wells Fargo Clearing Services, Llc ( Philadelphia PA 07/2022 Present
  • 08/2018 → 02/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2017 → 06/2018
    Guardian Asset Management
    Levittown, PA
  • 08/2013 → 05/2017
    West Chester University
    West Chester, PA
  • 05/2010 → 09/2016
    Dairy Delite
    Levittown, PA
  • 02/2020 → 07/2022
    Morgan Stanley
    Mount Laurel, NJ
  • 06/2018 → 08/2018
    Unemployed
    Mount Laurel, NJ
  • 05/2017 → 07/2017
    Unemployed
    Mount Laurel, NJ
  • 07/2022 → Present
    Wells Fargo Clearing Services, Llc (
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-07
S63 Uniform Securities Agent State Law Examination 2018-11-13
  • S66 Uniform Combined State Law Examination
    2020-07-07
  • S63 Uniform Securities Agent State Law Examination
    2018-11-13
Other Names
  • Kate Mckenna
  • Katelyn Mckenna
  • Katelyn Engel Mckenna
  • Katelyn E Mckenna

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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