Homer Clifton Reed

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-08-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Monroe	NC	06/2018	05/2021
Bank Of America, N.A.	Monroe	NC	06/2018	05/2021
Wells Fargo	Charlotte	NC	06/2019	08/2019
Ameripark	Charlotte	NC	02/2016	04/2018
Full Time Education	Black Mountain	NC	01/2010	05/2019
Ally Invest Securities Llc	Charlotte	NC	05/2021	07/2022
Ally Invest Advisors	Charlotte	NC	04/2023	07/2023
Ally Invest Securities Llc	Charlotte	NC	07/2022	07/2023
Wealthfront Brokerage Llc	Palo Alto	CA	07/2023	Present
Wealthfront Advisers Llc	Palo Alto	CA	07/2023	Present

06/2018 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Monroe, NC
06/2018 → 05/2021

Bank Of America, N.A.

Monroe, NC
06/2019 → 08/2019

Wells Fargo

Charlotte, NC
02/2016 → 04/2018

Ameripark

Charlotte, NC
01/2010 → 05/2019

Full Time Education

Black Mountain, NC
05/2021 → 07/2022

Ally Invest Securities Llc

Charlotte, NC
04/2023 → 07/2023

Ally Invest Advisors

Charlotte, NC
07/2022 → 07/2023

Ally Invest Securities Llc

Charlotte, NC
07/2023 → Present

Wealthfront Brokerage Llc

Palo Alto, CA
07/2023 → Present

Wealthfront Advisers Llc

Palo Alto, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-15

Other Firms