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Donna Santangelo Cleveland

Wells Fargo Clearing Services, LLC

Cherry Hill, NJ

Medford, NJ

Red Bank, NJ

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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
NJ RA APPROVED 2010-03-31
  • NJ RA
    APPROVED
    Since 2010-03-31

Branch Locations

488 E Evesham Rd, Cherry Hill, NJ 08003 • United States

179 Rte 70, Medford, NJ 08055 • United States

331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • 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 Haddon Township NJ 03/2010 11/2016
Wells Fargo Clearing Services, Llc Haddon Township NJ 11/2016 Present
Previous Registrations
  • 2009-11-17 → 2010-03-12
    Td Wealth Management Services Inc.
    Bridgeton, NJ
    Little Egg Harbor, NJ
  • 2008-02-11 → 2009-11-17
    Cetera Investment Services Llc
    Bridgeton, NJ
Other Businesses

RENTAL PROPERTY, INV RELATED, OCEAN CITY, NJ, 100% OWNERSHIP, START 5/1/2021, ZERO HOURS PER MONTH, ZERO DURING TRADING.;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-06
S63 Uniform Securities Agent State Law Examination 2002-08-09
  • S65 Uniform Investment Adviser Law Examination
    2008-02-06
  • S63 Uniform Securities Agent State Law Examination
    2002-08-09
Other Names
  • Donna S Cleveland
  • Donna Marie Santangelo

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · CHERRY HILL, NJ
PNC WEALTH MANAGEMENT LLC · CHERRY HILL, NJ
HIGHTOWER ADVISORS, LLC · Cherry Hill, NJ
EAGLE STRATEGIES LLC · CHERRY HILL, NJ
TD PRIVATE CLIENT WEALTH LLC · Cherry Hill, NJ
CETERA INVESTMENT ADVISERS LLC · CHERRY HILL, NJ
CETERA INVESTMENT ADVISERS LLC · Cherry Hill, NJ
CETERA INVESTMENT ADVISERS LLC · CHERRY HILL, NJ

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