Daniel Taylor Oldland

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Wells Fargo Clearing Services, Llc.
  Summerville, SC
• 05/2013 → Present
  Wells Fargo Bank Na
  Summerville, SC

Other Businesses

MAJ Designs LLC. This is a family connection. My daughther is the graphic designer and will the be face and service provider offerring freelance graphic design services to companies - digital, print, etc. Position-business manager. none during securities trading hours - all time will be during personal hours. INSTACART ; NOT INV RELATED;SAN FRANCISCO,CA; GIG WORK; SHOPPER; START DATE: 05/01/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-26
• S63 Uniform Securities Agent State Law Examination
  2019-07-09