Best Investors Account Sign in
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 2025-09-15
CO RA APPROVED 2019-09-27
  • TX RA
    APPROVED_RES
    Since 2025-09-15
  • CO RA
    APPROVED
    Since 2019-09-27

Branch Locations

5613 Dtc Pkwy [Rf-Rbo], Greenwood Village, CO 80111 • United States

Centennial, CO • 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 Clearing Services Denver CO 05/2019 Present
Wells Fargo Bank Denver CO 05/2019 Present
The Glenmede Trust Company, Na Beachwood OH 03/2013 12/2017
Wells Fargo - The Private Bank Denver CO 12/2017 05/2019
  • 05/2019 → Present
    Wells Fargo Clearing Services
    Denver, CO
  • 05/2019 → Present
    Wells Fargo Bank
    Denver, CO
  • 03/2013 → 12/2017
    The Glenmede Trust Company, Na
    Beachwood, OH
  • 12/2017 → 05/2019
    Wells Fargo - The Private Bank
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-27
  • S66 Uniform Combined State Law Examination
    2019-09-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor