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Jeffrey David Lashway

Wells Fargo Clearing Services, LLC

Bradenton, FL

Albany, NY

Slingerlands, NY

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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
FL RA APPROVED 2025-09-12
NY RA APPROVED 2021-07-27
NJ RA APPROVED 2019-06-18
  • FL RA
    APPROVED
    Since 2025-09-12
  • NY RA
    APPROVED
    Since 2021-07-27
  • NJ RA
    APPROVED
    Since 2019-06-18

Branch Locations

Bradenton, FL • United States

4 Tower Pl Fl 9, Albany, NY 12203 • United States

Slingerlands, NY • 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 Albany NY 05/2009 11/2016
Wells Fargo Clearing Services, Llc Albany NY 11/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-03
S63 Uniform Securities Agent State Law Examination 1991-10-01
  • S65 Uniform Investment Adviser Law Examination
    1994-12-03
  • S63 Uniform Securities Agent State Law Examination
    1991-10-01
Designations

View on SEC IAPD

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