David Lorenzo Arocha

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  San Angelo, TX
• 10/2024 → Present
  Wells Fargo Bank, Na
  San Angelo, TX
• 04/2023 → 10/2024
  1St Community Federal Credit Union
  San Angelo, TX
• 10/2018 → 12/2022
  Whataburger
  San Angelo, TX
• 06/2018 → 10/2018
  Sonic
  San Angelo, TX
• 02/2018 → 04/2018
  Bonsai Garden
  San Angelo, TX
• 08/2014 → 02/2018
  Central High School
  San Angelo, TX
• 12/2022 → 04/2023
  Unemployed
  San Angelo, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-15
• S63 Uniform Securities Agent State Law Examination
  2025-01-22

Other Names

• David Lorenzo Arocha