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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
MN RA APPROVED 2025-12-01
  • MN RA
    APPROVED
    Since 2025-12-01

Branch Locations

4959 Excelsior Blvd, Saint Louis Park, MN 55416 • United States

90 S 7Th St Fl 10 [Mn- Rbo], Minneapolis, MN 55402 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Minneapolis MN 08/2025 Present
Wells Fargo Clearing Services, Llc Minneapolis MN 08/2025 Present
Home Depot Bloomington MN 04/2025 08/2025
Advisoree Costa Mesa CA 02/2019 03/2025
Maximus Ft. Pierce FL 02/2017 08/2019
Prologis Denver CO 04/2010 02/2017
  • 08/2025 → Present
    Wells Fargo Bank, Na
    Minneapolis, MN
  • 08/2025 → Present
    Minneapolis, MN
  • 04/2025 → 08/2025
    Home Depot
    Bloomington, MN
  • 02/2019 → 03/2025
    Advisoree
    Costa Mesa, CA
  • 02/2017 → 08/2019
    Maximus
    Ft. Pierce, FL
  • 04/2010 → 02/2017
    Prologis
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
S63 Uniform Securities Agent State Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01
  • S63 Uniform Securities Agent State Law Examination
    2025-11-03
Other Names
  • Bartholomew J Wilson

View on SEC IAPD

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