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John Sheldon Kirkland

Wells Fargo Clearing Services, LLC

Alpharetta, GA

Cumming, GA

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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 2024-06-03
GA RA APPROVED 2022-09-27
  • TX RA
    APPROVED
    Since 2024-06-03
  • GA RA
    APPROVED
    Since 2022-09-27

Branch Locations

12830 Highway 9 N, Alpharetta, GA 30004 • United States

106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • 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
Morgan Stanley Smith Barney Tampa FL 06/2009 04/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 04/2019
Fidelity Brokerage Services Llc Atlanta GA 05/2019 09/2022
Wells Fargo Clearing Services, Llc Atlanta GA 09/2022 Present
  • 06/2009 → 04/2019
    Morgan Stanley Smith Barney
    Tampa, FL
  • 01/2015 → 04/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 05/2019 → 09/2022
    Fidelity Brokerage Services Llc
    Atlanta, GA
  • 09/2022 → Present
    Wells Fargo Clearing Services, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-16
  • S66 Uniform Combined State Law Examination
    2005-06-16
Designations
Other Names
  • John Sheldon Kirkland
  • John S Kirkland

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
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BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
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