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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 2026-07-14
LA RA APPROVED 2025-08-18
  • TX RA
    APPROVED_RES
    Since 2026-07-14
  • LA RA
    APPROVED
    Since 2025-08-18

Branch Locations

4171 Essen Lane Suite 1250, Baton Rouge, LA 70809 • 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
Morgan Stanley Private Bank, N.A. New York NY 08/2016 08/2025
Morgan Stanley Baton Rouge LA 06/2016 08/2025
Wells Fargo Clearing Services, Llc Baton Rouge LA 08/2025 Present
Previous Registrations
Other Businesses

*306266- David Weinstein INV, LLC; INV RLT: Yes; Baton Rouge, Louisiana; Real Est; 100% ; 01/2000; : 0; : 0; Admin| WEIN OFF LAS OLAS INV RLT: N; OPELOUSAS, LA; LLC, OWNER; 1/3/2011 : 2 : 0 DUTIES: REAL EST | TESSIER BLD,LLC INV RLT: N;BATON ROUGE, LA; LLC, OWNER; 30%, 4/7/2011; 1 pm, 1 during biz, 0 DUTIES: REAL EST INVESTING |53WA, OPELOUSAS,INV RLT'D - NO, 0,1; START 05/31/13, OWNER; WN TOWERS,LLC ,INV RLTD: N BATON ROUGE, LA; LLC, 57.6%, Jun/2014, 3,0. WEIN AIR HOLDINGS LLC DISCLOSURE ID: 70256; INV RLT: OPELOUSAS, LA; : LLC, OWNER; 3/10/2014 : 0 : 1 500 LAUREL LLC INV RLT: N BATON ROUGE, LA; : LLC, OWNER; 4/1/2015 : 0 : 0 DUTIES: REAL EST LLC TO HOLD PROPERTY ON 500 LAUREL ST I*73039 FOR-PROFIT ORGANIZATION WEINSTEIN NELSON DEVELOPERS INV RLT: Y BATON ROUGE, LOUISIANA : FAMILY BIZ, CONSULTANT; 6/16/2014 : 1 HOUR : 0 DUTIES: REAL EST LLC ESTABLISHED TO HOLD PROPERTY ON BATON ROUGE, LOUISIANA WND LAFAYETTE, LLC INV RLT: Y; BATON ROUGE, LA; : LLC, OWNER; 7/21/2015 : 24 : 0 DUTIES: REAL ESTAET INV David Weinstein INV, LLC; BATON ROUGE, LA; INV RLT; Owner; 01/2000; : 0; : 0 Aircrest LLC; INV RLT; Baton Rouge, LA; Rental; Real Est INV; 04/2016; 0,1 Riverside Mall, LLC; BATON ROUGE, LA; Real Est; Mgt; 12/2007; 0,1 Inman LLC; BATON ROUGE, LA; INV RLT; REAL EST; Owner; 12/2014; 0,1 BTR Jet; Baton Rouge ; FBO for private planes; Sole Proprietor / Owner / Partner; 01/2015; 0,0 Weinstein Nelson Mgt Company, LLC; Louisiana, KY; Sole Proprietor / Owner / Partner; 04/2017; During Biz : 0; After Biz : 1 WND Lafayette LLC; Lafayette, IN; Owner,45.67% ;Jan 2017; 1,0. Electric Depot, Electric Depot Manager LLC; Baton Rouge; Inv RLT; Owner; 05/2017;06/2016 1,0. ofch LLC; INV RLT Yes; Real Est; Managing member ; Sep 2018; : 0; : 1 ; | WEINSTEIN INV, LLC ; INV REL; OPELOUSAS, LA; LLC ;30% ;08/21/2000; 1 PM; 0 BIZ; GOLDEN HAWK, LLC; INV REL; LAFAYETTE, LA; OIL AND GASS DRILLING ;37.5%,12/15/2019; 1 PM; 0 BIZ; VINE INVT FUND P163, LLC ; INV REL; LAFAYETTE, LA; 1031 PROP;25%;01/2022; 1 PM; 0 BIZ; VINE INVT PARTNERS, LLC; INV REL; LAFAYETTE, LA; TAX ;25%; 09/2024; 1 PM; 0 BIZ; | 53 WHISKEY ALPHA, LLC ; INV REL; BATON ROUGE, LA; OWNER;100%; 01/2011,3 Hr PM, 0 BIZ| COMMERCIAL RENTAL PROP- CRESWELL; INV RLT; OPELOUSAS, LA; RENTAL;30% ; 08/21/2020; 1,0 LONG TERM DEVELOPMENT, LLC ; INV RLTD ; PRAIRIEVILLE, LA; REAL EST INV;25% ; 09/06/2024; 1,0 WEINSTEIN NELSON DEVELOPERS, LLC; INV RLTD; BATON ROUGE, LA; REAL EST PROJECTS;60% ; 12/12/2011; 1,0 WEINSTEIN NELSON MGT CO, LLC; INV RLT; BATON ROUGE, LA; REAL EST PROJECTS;60% ; 02/07/2014; 1,0 WND HOLDINGS, LLC ; INV RLTD; BATON ROUGE, LA; REAL EST;60%; 02/20/2019; 1,0| 214 S 14TH STREET, LLC ; INV RLTD; BATON ROUGE, LA; REAL EST;54%,08/03/2016; 1,0| 500 LAUREL DEV, LLC; INV RLTD; BATON ROUGE, LA; 30%;12/02/2013; 1,0| OFCH DEV, OFCH Inv Group, MGR LLC; INV RLTD; LAFAYETTE, LA;40%,38.1%,34%,05/20;03/21;03/20; 1,0| LAFAYETTE HOUSE, LLC; INV RLTD; BATON ROUGE, LA;11.25%; 02/26/2019; 1,0| COMMERCIAL RENTAL; INV RLTD; BATON ROUGE, LA;54%,27.4%; 30%,55%, 45.67%, 57.6%, 38.48%,33.34%,12.5%, 08/03/2016;06/2016;06/2017; 12/2007;04/2016, 06/2013, 09/2018 ,03/25,06/22, 1,0; WHL, LLC; HIDIWE, LLC ; INV RLTD; PRAIRIEVILLE, LA; REAL ESTATE;33.34%, 34%, 08/2021,01/2021;1,0; Inman LLC; LA; INV RLT; BATON ROUGE, Inman, SC; REAL EST; 35.31%, 26.6%; 12/2014,12/2024,04/20107; 0,1; CARPENTER ROAD, LLC ; INV RLTD; ZACHARY,LA; PROP;11.4%,06/2020; 1,0; CHOCTAW, LLC; INV RLTD; BATON ROUGE,LA; PROP;12.5%; 06/2022; 1,0; HNM, LLC; INV RLTD; PRAIRIEVILLE,LA; ;33.33%;06/2023; 1,0; INMAN MGMT CO, LLC; INV RLTD; INMAN,SC; ;26.63%; 04/2017; 1,0; COMMERCIAL RENTAL PROP- El PASO; INV RLT; RENTAL;25%; 09/26; 1,0 COMMERCIAL RENTAL PROP- Loxley,AL; Laurens,SC, INV RLT; RENTAL;25%,33.33%; 04/22,09/23; 1,0 COMMERCIAL RENTAL PROP- Zachary,LA;Kinder, LA, INV RLT; 11.4%,50%; 06/20;02/24; 1,0 RENTAL PROP; INV RELATED; INMAN,SC; ;26.6%,04/2017; 1,0; BATON ROUGE JET CENTER, LLC; INV RLTF; BATON ROUGE, LA; AIRPLANE HANGAR ;25%,01/15,1,0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-14
S63 Uniform Securities Agent State Law Examination 1994-06-03
  • S65 Uniform Investment Adviser Law Examination
    1997-07-14
  • S63 Uniform Securities Agent State Law Examination
    1994-06-03
Other Names
  • David Weinstein

View on SEC IAPD

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