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Darlene Ortiz

Wells Fargo Clearing Services, LLC

Medford, OR

Vancouver, WA

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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
OR RA APPROVED 2026-02-13
WA RA APPROVED 2026-02-13
  • OR RA
    APPROVED
    Since 2026-02-13
  • WA RA
    APPROVED
    Since 2026-02-13

Branch Locations

1128 S Riverside Ave, Medford, OR 97501 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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 Medford OR 09/2025 Present
Wells Fargo Bank, Na Medford OR 09/2025 Present
Self Employed Medford OR 01/2025 09/2025
Guild Mortgage Medford OR 06/2018 11/2024
Umpqua Bank Medford OR 03/2014 06/2018
  • 09/2025 → Present
    Wells Fargo Clearing Services, Llc
    Medford, OR
  • 09/2025 → Present
    Wells Fargo Bank, Na
    Medford, OR
  • 01/2025 → 09/2025
    Self Employed
    Medford, OR
  • 06/2018 → 11/2024
    Guild Mortgage
    Medford, OR
  • 03/2014 → 06/2018
    Umpqua Bank
    Medford, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2025-11-29
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2025-11-29

View on SEC IAPD

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