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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
NJ RA APPROVED 2026-04-09
PA RA APPROVED 2026-04-08
  • NJ RA
    APPROVED
    Since 2026-04-09
  • PA RA
    APPROVED
    Since 2026-04-08

Branch Locations

150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States

50 E Wynnewood Rd, Wynnewood, PA 19096 • 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 Bank, Na Wynnewood PA 03/2026 Present
Wells Fargo Clearing Services, Llc Wynnewood PA 03/2026 Present
Citadel Federal Credit Union Springfield PA 12/2024 03/2026
Belco Community Credit Union Lancaster PA 10/2023 12/2024
Project Management Institute (Pmi) - New York City Chapter New York City NY 06/2022 10/2023
Coastland Travels Llc Bronx, New York NY 05/2021 05/2022
Ucmas Maurya Ventures Ltd Kigali 09/2018 04/2021
Ucmas Edu Nigeria Ltd Lagos 09/2015 08/2018
  • 03/2026 → Present
    Wells Fargo Bank, Na
    Wynnewood, PA
  • 03/2026 → Present
    Wynnewood, PA
  • 12/2024 → 03/2026
    Citadel Federal Credit Union
    Springfield, PA
  • 10/2023 → 12/2024
    Belco Community Credit Union
    Lancaster, PA
  • 06/2022 → 10/2023
    Project Management Institute (Pmi) - New York City Chapter
    New York City, NY
  • 05/2021 → 05/2022
    Coastland Travels Llc
    Bronx, New York, NY
  • 09/2018 → 04/2021
    Ucmas Maurya Ventures Ltd
    Kigali
  • 09/2015 → 08/2018
    Ucmas Edu Nigeria Ltd
    Lagos
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-11
S65 Uniform Investment Adviser Law Examination 2026-01-09
  • S63 Uniform Securities Agent State Law Examination
    2026-04-11
  • S65 Uniform Investment Adviser Law Examination
    2026-01-09

View on SEC IAPD

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