Kelly Carson Bonner

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-21
FL	RA	APPROVED	2008-01-01

TX RA
APPROVED

Since 2021-10-21
FL RA
APPROVED

Since 2008-01-01

Branch Locations

1022 W 23Rd St Ste 700, Panama City, FL 32405 • 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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Panama City	FL	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Panama City	FL	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Panama City, FL
11/2016 → Present

Wells Fargo Clearing Services, Llc

Panama City, FL

Previous Registrations

2000-11-13 → 2008-01-01

A. G. Edwards & Sons, Inc.

Panama City, FL

Panama City, FL

St. Louis, MO

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; PANAMA CITY, FL; 100% OWNERSHIP WITH SPOUSE; START DATE 6/20/2013; 5 HOURS PER MONTH; 0 DURING TRADING; DUTIES ARE TO MAINTAIN PROPERTY AND COLLECT RENT.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-03-21

S63 Uniform Securities Agent State Law Examination

2000-03-21

Designations

Certified Financial Planner

Other Names

Kelly Carson

View on SEC IAPD