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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
CO RA APPROVED 2026-06-22
VA RA APPROVED 2026-06-22
  • CO RA
    APPROVED
    Since 2026-06-22
  • VA RA
    APPROVED
    Since 2026-06-22

Branch Locations

1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • 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 Richmond VA 04/2026 Present
Bessemer Trust New York NY 07/2020 08/2024
Bessemer Trust Denver CO 09/2024 03/2026
University Of Virginia Charlottesville VA 08/2016 06/2020
  • 04/2026 → Present
    Richmond, VA
  • 07/2020 → 08/2024
    Bessemer Trust
    New York, NY
  • 09/2024 → 03/2026
    Bessemer Trust
    Denver, CO
  • 08/2016 → 06/2020
    University Of Virginia
    Charlottesville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-22
  • S66 Uniform Combined State Law Examination
    2026-06-22
Other Names
  • Annie Bird
  • Anne Bird

View on SEC IAPD

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