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Danalicia Shalana Charles

Wells Fargo Clearing Services, LLC

Columbia, MD

Abingdon, MD

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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
MD RA APPROVED 2026-02-26
  • MD RA
    APPROVED
    Since 2026-02-26

Branch Locations

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States

400 Constant Friendship Blvd, Abingdon, MD 21009 • 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 Abingdon MD 10/2025 Present
Wells Fargo Bank, Na Abingdon MD 10/2019 Present
Dunkin Donuts Brooklyn NY 01/2018 04/2018
Summit Home Remodeling Baltimore MD 05/2018 12/2018
Hollister And Co. Nottingham MD 01/2019 12/2019
Dunkin Donuts Baltimore MD 01/2019 10/2019
University Of The West Indies St. Augustine 09/2014 10/2017
  • 10/2025 → Present
    Wells Fargo Clearing Services, Llc
    Abingdon, MD
  • 10/2019 → Present
    Wells Fargo Bank, Na
    Abingdon, MD
  • 01/2018 → 04/2018
    Dunkin Donuts
    Brooklyn, NY
  • 05/2018 → 12/2018
    Summit Home Remodeling
    Baltimore, MD
  • 01/2019 → 12/2019
    Hollister And Co.
    Nottingham, MD
  • 01/2019 → 10/2019
    Dunkin Donuts
    Baltimore, MD
  • 09/2014 → 10/2017
    University Of The West Indies
    St. Augustine
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-25
S63 Uniform Securities Agent State Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-25
  • S63 Uniform Securities Agent State Law Examination
    2026-02-02
Other Names
  • Dani Charles
  • Danalicia Charles

View on SEC IAPD

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YA MENG
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ZHIYUAN ZHANG
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Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
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