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 2025-04-03
OH RA APPROVED 2025-04-01
  • TX RA
    APPROVED
    Since 2025-04-03
  • OH RA
    APPROVED
    Since 2025-04-01

Branch Locations

7335 Crossleigh Ct Ste 100, Toledo, OH 43617 • 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 Toledo OH 10/2024 Present
Erie Technologies Ottawa Lake MI 04/2023 10/2024
Amazon Rossford OH 07/2021 04/2023
Home Depot Luckey OH 03/2018 07/2021
Owens Community College Perrysburg OH 08/2015 05/2018
University Of Toledo Toledo OH 08/2018 12/2020
  • 10/2024 → Present
    Toledo, OH
  • 04/2023 → 10/2024
    Erie Technologies
    Ottawa Lake, MI
  • 07/2021 → 04/2023
    Amazon
    Rossford, OH
  • 03/2018 → 07/2021
    Home Depot
    Luckey, OH
  • 08/2015 → 05/2018
    Owens Community College
    Perrysburg, OH
  • 08/2018 → 12/2020
    University Of Toledo
    Toledo, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
  • S66 Uniform Combined State Law Examination
    2025-03-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Toledo, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor