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 2026-01-26
IL RA APPROVED 2025-03-12
  • TX RA
    APPROVED
    Since 2026-01-26
  • IL RA
    APPROVED
    Since 2025-03-12

Branch Locations

30 S Wacker Dr Fl 40 [Wi-Rbo], Chicago, IL 60606 • United States

1585 N Milwaukee Ave, Chicago, IL 60622 • United States

682 Vernon Ave, Glencoe, IL 60022 • 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 Chicago IL 01/2025 Present
Cibc Chicago IL 07/2022 01/2025
Abbott Laboratories Lake Bluff IL 03/2020 07/2022
Deloitte And Touche Cincinnati OH 08/2018 03/2020
University Of Cincinnati Cincinnati OH 09/2013 04/2018
Unemployed- Studying For Cpa Cincinnati OH 05/2018 08/2018
  • 01/2025 → Present
    Chicago, IL
  • 07/2022 → 01/2025
    Cibc
    Chicago, IL
  • 03/2020 → 07/2022
    Abbott Laboratories
    Lake Bluff, IL
  • 08/2018 → 03/2020
    Deloitte And Touche
    Cincinnati, OH
  • 09/2013 → 04/2018
    University Of Cincinnati
    Cincinnati, OH
  • 05/2018 → 08/2018
    Unemployed- Studying For Cpa
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-12
  • S66 Uniform Combined State Law Examination
    2025-03-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor