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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_RES 2026-03-23
  • TX RA
    APPROVED_RES
    Since 2026-03-23

Branch Locations

5201 W Amelia Earhart Dr [Slc Rcast], Salt Lake City, UT 84116 • 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
Morgan Stanley Sandy UT 08/2025 02/2026
Fhr San Francisco Operations Llfairmont San Francisco San Francisco CA 11/2023 08/2025
Richmond Yacht Club Of California Richmond CA 04/2023 11/2023
Advantage Workforce Services Llc Sumir Meghan San Francisco CA 01/2020 11/2023
Ups Oakland CA 10/2022 01/2023
Armada Technologies Llc San Francisco CA 01/2018 03/2020
Jp Morgan Chase Bank Na Los Angeles CA 08/2018 05/2019
Menzies Aviation Usa South San Francisco CA 04/2017 08/2017
Unemployed/ Student - Skyline College San Bruno CA 08/2017 06/2018
Wells Fargo Clearing Services, Llc Salt Lake City UT 02/2026 Present
Unemployed/Student San Bruno CA 08/2016 04/2017
  • 08/2025 → 02/2026
    Morgan Stanley
    Sandy, UT
  • 11/2023 → 08/2025
    Fhr San Francisco Operations Llfairmont San Francisco
    San Francisco, CA
  • 04/2023 → 11/2023
    Richmond Yacht Club Of California
    Richmond, CA
  • 01/2020 → 11/2023
    Advantage Workforce Services Llc Sumir Meghan
    San Francisco, CA
  • 10/2022 → 01/2023
    Ups
    Oakland, CA
  • 01/2018 → 03/2020
    Armada Technologies Llc
    San Francisco, CA
  • 08/2018 → 05/2019
    Jp Morgan Chase Bank Na
    Los Angeles, CA
  • 04/2017 → 08/2017
    Menzies Aviation Usa
    South San Francisco, CA
  • 08/2017 → 06/2018
    Unemployed/ Student - Skyline College
    San Bruno, CA
  • 02/2026 → Present
    Salt Lake City, UT
  • 08/2016 → 04/2017
    Unemployed/Student
    San Bruno, CA
Other Businesses

LYFT ; NOT INV RELATED;SAN FRANCISCO,CA; RIDE SHARING ; DRIVER; START DATE: 05/25/2026; 40 HRS PER MONTH; 0 HRS DURING TRADING; AMAZON ; NOT INV RELATED;SALT LAKE CITY,UT; SHIPPING SERVICES ; ASSORTATION ASSOCIATE ; START DATE: 06/07/2026; 64 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-01
  • S63 Uniform Securities Agent State Law Examination
    2025-11-01

View on SEC IAPD

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