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Kevin Jon Zions

Wells Fargo Clearing Services, LLC

Troy, MI

Washington Townsh, MI

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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
TX RA APPROVED_RES 2019-05-10
MI RA APPROVED 2010-01-19
  • TX RA
    APPROVED_RES
    Since 2019-05-10
  • MI RA
    APPROVED
    Since 2010-01-19

Branch Locations

880 W Long Lake Rd Ste 100, Troy, MI 48098 • United States

Washington Townsh, MI • 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 Advisors Llc Clinton Township MI 05/2009 11/2016
Wells Fargo Clearing Services, Llc Clinton Township MI 11/2016 Present
Other Businesses

TRUSTEE FOR SISTER'S TRUST; INV RELATED; WASHINGTON TWP, MI; START: 12/16/2024; 2 HOURS A MONTH; 0 HOURS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-20
S63 Uniform Securities Agent State Law Examination 1992-11-04
  • S65 Uniform Investment Adviser Law Examination
    1994-05-20
  • S63 Uniform Securities Agent State Law Examination
    1992-11-04

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

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MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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