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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
NC RA APPROVED 2026-06-24
  • NC RA
    APPROVED
    Since 2026-06-24

Branch Locations

5306 Us Hwy 158, Advance, NC 27006 • United States

6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • 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 Advance NC 04/2026 Present
Wells Fargo Bank, Na Advance NC 01/2026 Present
Abercrombie & Fitch Winston Salem NC 01/2015 01/2017
Goodwill Industries Of Northwest Nc Winston Salem NC 01/2017 07/2017
Woodforest National Bank Winston Salem NC 07/2017 11/2018
Home Goods Winston Salem NC 09/2019 09/2020
Wells Fargo Bank, Na Yadkinville NC 11/2018 07/2021
Wells Fargo Bank, Na Winston Salem NC 07/2021 12/2022
Wells Fargo Bank, Na Clemmons NC 12/2022 01/2025
Truliant Federal Credit Union Winston Salem NC 01/2025 01/2026
  • 04/2026 → Present
    Advance, NC
  • 01/2026 → Present
    Wells Fargo Bank, Na
    Advance, NC
  • 01/2015 → 01/2017
    Abercrombie & Fitch
    Winston Salem, NC
  • 01/2017 → 07/2017
    Goodwill Industries Of Northwest Nc
    Winston Salem, NC
  • 07/2017 → 11/2018
    Woodforest National Bank
    Winston Salem, NC
  • 09/2019 → 09/2020
    Home Goods
    Winston Salem, NC
  • 11/2018 → 07/2021
    Wells Fargo Bank, Na
    Yadkinville, NC
  • 07/2021 → 12/2022
    Wells Fargo Bank, Na
    Winston Salem, NC
  • 12/2022 → 01/2025
    Wells Fargo Bank, Na
    Clemmons, NC
  • 01/2025 → 01/2026
    Truliant Federal Credit Union
    Winston Salem, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-24
S63 Uniform Securities Agent State Law Examination 2026-06-01
  • S65 Uniform Investment Adviser Law Examination
    2026-06-24
  • S63 Uniform Securities Agent State Law Examination
    2026-06-01
Other Names
  • Itzel Rodriguez Gutierrez

View on SEC IAPD

More in Advance, NC

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