Best Investors Account Sign in

Isai Salvador Turcios Cristales

Wells Fargo Clearing Services, LLC

Orlando, FL

Winter Park, FL

Claim This Profile
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
FL RA APPROVED 2022-03-09
NC RA APPROVED 2019-03-21
  • FL RA
    APPROVED
    Since 2022-03-09
  • NC RA
    APPROVED
    Since 2019-03-21

Branch Locations

2434 E Colonial Dr, Orlando, FL 32803 • United States

480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • 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 Bank, Na Huntersville NC 10/2016 Present
Wells Fargo Clearing Services, Llc Huntersville NC 10/2018 Present
Altice Optimum Lindenhurst NY 04/2010 10/2016
  • 10/2016 → Present
    Wells Fargo Bank, Na
    Huntersville, NC
  • 10/2018 → Present
    Wells Fargo Clearing Services, Llc
    Huntersville, NC
  • 04/2010 → 10/2016
    Altice Optimum
    Lindenhurst, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-21
S63 Uniform Securities Agent State Law Examination 2019-03-01
  • S65 Uniform Investment Adviser Law Examination
    2019-03-21
  • S63 Uniform Securities Agent State Law Examination
    2019-03-01
Other Names
  • Isai Turcios

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor