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William Andres

Wells Fargo Clearing Services, LLC

Newberg, OR

Vancouver, WA

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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 2025-01-31
WA RA APPROVED 2025-01-31
  • OR RA
    APPROVED
    Since 2025-01-31
  • WA RA
    APPROVED
    Since 2025-01-31

Branch Locations

601 E First St, Newberg, OR 97132 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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, Llc Tualatin OR 08/2024 Present
Wells Fargo Bank, Na Tualatin OR 05/2021 Present
Exclusive Wireless/T-Mobile Tigard OR 12/2019 05/2021
Portland State University Portland OR 06/2016 03/2020
  • 08/2024 → Present
    Wells Fargo Clearing Services, Llc
    Tualatin, OR
  • 05/2021 → Present
    Wells Fargo Bank, Na
    Tualatin, OR
  • 12/2019 → 05/2021
    Exclusive Wireless/T-Mobile
    Tigard, OR
  • 06/2016 → 03/2020
    Portland State University
    Portland, OR
Other Businesses

RENTAL PROPERTY, INV RELATED, HERMISTON, OR, 100% OWNERSHIP, START: 8/31/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-30
S63 Uniform Securities Agent State Law Examination 2024-12-06
  • S65 Uniform Investment Adviser Law Examination
    2025-01-30
  • S63 Uniform Securities Agent State Law Examination
    2024-12-06

View on SEC IAPD

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