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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
NC RA APPROVED 2025-03-11
  • NC RA
    APPROVED
    Since 2025-03-11

Branch Locations

1501 S Cannon Blvd, Kannapolis, NC 28083 • United States

550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • 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 Huntersville NC 11/2024 Present
Wells Fargo Bank, Na Huntersville NC 07/2023 Present
Allstate Insurance Granite Quarry NC 07/2021 07/2023
Academy Sports And Outdoors Kannapolis NC 06/2020 07/2021
East Rowan High School Salisbury NC 06/2016 06/2020
Ymca Rockwell NC 09/2018 06/2020
  • 11/2024 → Present
    Huntersville, NC
  • 07/2023 → Present
    Wells Fargo Bank, Na
    Huntersville, NC
  • 07/2021 → 07/2023
    Allstate Insurance
    Granite Quarry, NC
  • 06/2020 → 07/2021
    Academy Sports And Outdoors
    Kannapolis, NC
  • 06/2016 → 06/2020
    East Rowan High School
    Salisbury, NC
  • 09/2018 → 06/2020
    Ymca
    Rockwell, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-11
S63 Uniform Securities Agent State Law Examination 2025-02-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-11
  • S63 Uniform Securities Agent State Law Examination
    2025-02-14
Other Names
  • Gage Jackson

View on SEC IAPD

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