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Samuel Ian Duncan

Wells Fargo Clearing Services, LLC

El Paso, TX

Durango, CO

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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
CO RA APPROVED 2025-11-07
NM RA APPROVED 2025-07-28
  • CO RA
    APPROVED
    Since 2025-11-07
  • NM RA
    APPROVED
    Since 2025-07-28

Branch Locations

221 N Kansas St 1St Fl [Tf*/Tk-Rbo], El Paso, TX 79901 • United States

200 W College Dr, Durango, CO 81301 • 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 Ignacio CO 04/2025 Present
Wells Fargo Bank, Na Ignacio CO 12/2023 Present
Walgreens Durango CO 04/2023 08/2023
Golden Gate Petroleum Montrose CO 12/2021 12/2022
Unemployed Montrose CO 12/2022 04/2023
Vista Charter School Montrose CO 05/2021 05/2022
Ignacio High School Ignacio CO 05/2020 05/2021
Kipp Nashville Collegiate High School Nashville TN 05/2019 05/2020
Maple Wood High School Nashville TN 05/2018 05/2019
Marble Falls Middle School Marble Falls TX 04/2015 05/2018
Unemployed Durango CO 08/2023 12/2023
  • 04/2025 → Present
    Wells Fargo Clearing Services, Llc
    Ignacio, CO
  • 12/2023 → Present
    Wells Fargo Bank, Na
    Ignacio, CO
  • 04/2023 → 08/2023
    Walgreens
    Durango, CO
  • 12/2021 → 12/2022
    Golden Gate Petroleum
    Montrose, CO
  • 12/2022 → 04/2023
    Unemployed
    Montrose, CO
  • 05/2021 → 05/2022
    Vista Charter School
    Montrose, CO
  • 05/2020 → 05/2021
    Ignacio High School
    Ignacio, CO
  • 05/2019 → 05/2020
    Kipp Nashville Collegiate High School
    Nashville, TN
  • 05/2018 → 05/2019
    Maple Wood High School
    Nashville, TN
  • 04/2015 → 05/2018
    Marble Falls Middle School
    Marble Falls, TX
  • 08/2023 → 12/2023
    Unemployed
    Durango, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-24
S63 Uniform Securities Agent State Law Examination 2025-07-01
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24
  • S63 Uniform Securities Agent State Law Examination
    2025-07-01
Other Names
  • Sam Duncan
  • Samuel I Duncan

View on SEC IAPD

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PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EL PASO, TX
OSAIC WEALTH, INC. · EL PASO, TX
RAYMOND JAMES & ASSOCIATES, INC. · EL PASO, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EL PASO, TX
PARK AVENUE SECURITIES LLC · EL PASO, TX
LPL FINANCIAL LLC · EL PASO, TX
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC · EL PASO, TX
CETERA INVESTMENT ADVISERS LLC · EL PASO, TX

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