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Joana Montero-Flores

Wells Fargo Clearing Services, LLC

Fort Worth, TX

Plano, TX

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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 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-22

Branch Locations

201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States

1500 Custer Rd, Plano, TX 75075 • 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 Plano TX 04/2025 Present
Wells Fargo Bank, Na Plano TX 12/2019 Present
Abercrombie And Fitch Las Vegas NV 09/2018 10/2019
Baylor Scott And White Plano TX 07/2024 08/2024
Uhaul Dallas TX 06/2023 02/2024
Art Institute Of Las Vegas Henderson NV 10/2017 09/2018
Cheyenne Highschool Las Vegas NV 08/2014 05/2018
Dallas College Carrollton TX 10/2019 12/2019
  • 04/2025 → Present
    Wells Fargo Clearing Services, Llc
    Plano, TX
  • 12/2019 → Present
    Wells Fargo Bank, Na
    Plano, TX
  • 09/2018 → 10/2019
    Abercrombie And Fitch
    Las Vegas, NV
  • 07/2024 → 08/2024
    Baylor Scott And White
    Plano, TX
  • 06/2023 → 02/2024
    Uhaul
    Dallas, TX
  • 10/2017 → 09/2018
    Art Institute Of Las Vegas
    Henderson, NV
  • 08/2014 → 05/2018
    Cheyenne Highschool
    Las Vegas, NV
  • 10/2019 → 12/2019
    Dallas College
    Carrollton, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-22
S63 Uniform Securities Agent State Law Examination 2025-06-30
  • S65 Uniform Investment Adviser Law Examination
    2025-09-22
  • S63 Uniform Securities Agent State Law Examination
    2025-06-30

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

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