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Steven William Haines

Wells Fargo Clearing Services, LLC

Philadelphia, PA

Warminster, PA

Radnor, PA

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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 2026-07-02
PA RA APPROVED 2026-04-23
  • TX RA
    APPROVED_RES
    Since 2026-07-02
  • PA RA
    APPROVED
    Since 2026-04-23

Branch Locations

100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States

732 W Street Rd, Warminster, PA 18974 • United States

150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • 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
Pnc Investments Blue Bell PA 03/2008 04/2026
Wells Fargo Clearing Services, Llc Philadelphia PA 04/2026 Present
Previous Registrations
  • 2008-03-14 → 2026-04-27
    Pnc Wealth Management Llc
    Lansdale, PA
    Blue Bell, PA
    Norristown, PA
    Plymouth Meeting, PA
    Thorndale, PA
    Lansdale, PA
    Hatfield, PA
    Souderton, PA
    Plymouth Meeting, PA
    Phoenixville, PA
    Thorndale, PA
    Thorndale, PA
    East Norriton, PA
    Royersford, PA
    East Norriton, PA
    Conshohocken, PA
    King Of Prussia, PA
    Collegeville, PA
    Phoenixville, PA
    Audubon, PA
    Collegeville, PA
    Malvern, PA
    Ambler, PA
    Conshohocken, PA
    Collegeville, PA
    Phoenixville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-16
S63 Uniform Securities Agent State Law Examination 1991-07-29
  • S66 Uniform Combined State Law Examination
    2007-10-16
  • S63 Uniform Securities Agent State Law Examination
    1991-07-29

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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