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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 2026-05-20
FL RA APPROVED 2013-03-06
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • FL RA
    APPROVED
    Since 2013-03-06

Branch Locations

1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States

104 N Main St, Gainesville, FL 32601 • United States

3505 Sw Archer Rd, Gainesville, FL 32608 • United States

3838 Nw 13Th St, Gainesville, FL 32609 • United States

1717 Nw 13Th St, Gainesville, FL 32609 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Gainseville FL 03/2013 11/2016
Wells Fargo Clearing Services, Llc Gainseville FL 11/2016 Present
Previous Registrations
  • 2006-05-22 → 2013-03-11
    Truist Investment Services, Inc.
    Gainesville, FL
    Gainesville, FL
    Gainesville, FL
    Newberry, FL
    Gainesville, FL
    Lake City, FL
  • 1995-08-29 → 2006-05-24
    New York, NY
    Gainesville, FL
    Gainesville, FL
Other Businesses

PORFIRIO PEREZ FREELANCE WRITER, NOT INV RELATED, GAINESVILLE, FL, 100% OWNERSHIP, START 10/31/2023, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING, ARTICLES, SHORT STORIES AND COLLECTIONS OF FICTION/NON-FICTION WRITINGS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-03
S63 Uniform Securities Agent State Law Examination 1994-01-06
  • S65 Uniform Investment Adviser Law Examination
    1996-05-03
  • S63 Uniform Securities Agent State Law Examination
    1994-01-06

View on SEC IAPD

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