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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
TX RA APPROVED 2025-05-12
  • TX RA
    APPROVED
    Since 2025-05-12

Branch Locations

12066 Fm 423, Frisco, TX 75034 • United States

201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • 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 Frisco TX 02/2025 Present
Wells Fargo Bank, Na Frisco TX 05/2023 Present
Unemployed Mckinney TX 03/2023 05/2023
Texas Heritage National Bank Farmers Branch TX 12/2021 03/2023
United States Army Reserve Fort Hood TX 07/2016 11/2021
  • 02/2025 → Present
    Frisco, TX
  • 05/2023 → Present
    Wells Fargo Bank, Na
    Frisco, TX
  • 03/2023 → 05/2023
    Unemployed
    Mckinney, TX
  • 12/2021 → 03/2023
    Texas Heritage National Bank
    Farmers Branch, TX
  • 07/2016 → 11/2021
    United States Army Reserve
    Fort Hood, TX
Other Businesses

GREEN GLACIER, LLC; NOT INV RELATED; AUSTIN, TX; 100% OWNERSHIP; 08/2021; 2 HOURS PER MONTH; 0 DURING TRADING HOURS; REGISTER TRADEMARKS FOR DESIGNS AND SELL T-SHIRTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
S63 Uniform Securities Agent State Law Examination 2025-04-18
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12
  • S63 Uniform Securities Agent State Law Examination
    2025-04-18
Other Names
  • Jeffery Greathouse

View on SEC IAPD

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