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Patrick Lawrence Mcvey

Wells Fargo Clearing Services, LLC

Portland, OR

Vancouver, WA

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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
OR RA APPROVED 2026-04-01
WA RA APPROVED 2026-04-01
  • OR RA
    APPROVED
    Since 2026-04-01
  • WA RA
    APPROVED
    Since 2026-04-01

Branch Locations

10305 Se Washington St, Portland, OR 97216 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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 Portland OR 12/2025 Present
Wells Fargo Bank, Na Portland OR 12/2022 Present
Unemployed Portland OR 03/2020 11/2022
Extended Travel St. Louis MO 05/2019 02/2020
Ball State University Muncie IN 01/2017 05/2019
Ball State University Muncie IN 03/2017 05/2017
St. Louis Community College - Meramec St. Louis MO 07/2016 12/2016
  • 12/2025 → Present
    Wells Fargo Clearing Services, Llc
    Portland, OR
  • 12/2022 → Present
    Wells Fargo Bank, Na
    Portland, OR
  • 03/2020 → 11/2022
    Unemployed
    Portland, OR
  • 05/2019 → 02/2020
    Extended Travel
    St. Louis, MO
  • 01/2017 → 05/2019
    Ball State University
    Muncie, IN
  • 03/2017 → 05/2017
    Ball State University
    Muncie, IN
  • 07/2016 → 12/2016
    St. Louis Community College - Meramec
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
S63 Uniform Securities Agent State Law Examination 2026-03-10
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
  • S63 Uniform Securities Agent State Law Examination
    2026-03-10
Other Names
  • Patrick L Mcvey

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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