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Kyle Wayne Kephart

Wells Fargo Clearing Services, LLC

Vancouver, WA

Tualatin, OR

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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
OR RA APPROVED 2019-11-07
WA RA APPROVED 2019-11-07
  • OR RA
    APPROVED
    Since 2019-11-07
  • WA RA
    APPROVED
    Since 2019-11-07

Branch Locations

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States

18975 Sw Martinazzi Ave, Tualatin, OR 97062 • 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 Tualatin OR 12/2016 Present
Wells Fargo Clearing Services Tualatin OR 06/2019 Present
Lularoe Dani Wilgus Warren OR 08/2016 11/2016
Compelling Imaging Carlisle IA 04/2016 12/2016
  • 12/2016 → Present
    Wells Fargo Bank, Na
    Tualatin, OR
  • 06/2019 → Present
    Wells Fargo Clearing Services
    Tualatin, OR
  • 08/2016 → 11/2016
    Lularoe Dani Wilgus
    Warren, OR
  • 04/2016 → 12/2016
    Compelling Imaging
    Carlisle, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-07
S63 Uniform Securities Agent State Law Examination 2019-10-15
  • S65 Uniform Investment Adviser Law Examination
    2019-11-07
  • S63 Uniform Securities Agent State Law Examination
    2019-10-15
Other Names
  • Kyle Kephart

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

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