Best Investors Account Sign in
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 2024-10-08
PA RA APPROVED 2021-06-11
TX RA APPROVED 2021-06-11
  • FL RA
    APPROVED
    Since 2024-10-08
  • PA RA
    APPROVED
    Since 2021-06-11
  • TX RA
    APPROVED
    Since 2021-06-11

Branch Locations

Cape Coral, FL • United States

366 Walker Dr 2Nd Fl, State College, PA 16801 • United States

13515 Bell Tower Dr Ste 100, Fort Myers, FL 33907 • 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 State College PA 11/2011 06/2021
Morgan Stanley Private Bank, National Association New York NY 01/2015 06/2021
Wells Fargo Clearing Services, Llc. State College PA 06/2021 Present
Previous Registrations
Other Businesses

1. EGE BUSINESS SOLUTIONS LLC, INV RELATED, PORTLAND, NY, 50% OWNERSHIP, START 11/1/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. 2. CENTRE INVESTMENT I LLC, INV RELATED, YORK, PA, 100% OWNERSHIP, START 9/1/2013, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. 3. CENTRE INVESTMENT II LLC, INV RELATED, CHAMBERSBURG, PA, 100% OWNERSHIP, START 11/1/2013, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. 4. RENTAL PROPERTY, INV RELATED, YORK, PA, 100% OWNERSHIP, START 9/1/2013, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. 5. RENTAL PROPERTY, INV RELATED, CHAMBERSBURG, PA, 100% OWNERSHIP, START 1/1/2013, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. 7. RENTAL PROPERTY, INV RELATED, CAPE CORAL, FL, 100% OWNERSHIP, START 7/31/2014, 6 HOURS PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. 8. RENTAL PROPERTY, INV RELATED, PORTLAND, NY, 50% OWNERSHIP, START 11/1/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. 9. 1754CORALBLISS LCC, NOT INV RELATED, CAPE CORAL, FL, 100% OWNERSHIP, START 9/7/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD FUTURE BOAT FOR LIABILITY PROTECTION. 10. POWER OF ATTORNEY FOR AUNT; INV RELATED; COLUMBIA, MD; START: 12/06/2024; 5 HOURS A MONTH; 0 HOURS DURING TRADING. TBD; NOT INV RELATED;CAPE CORAL,FL; 100% OWNERSHIP; START DATE: 04/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-14
S63 Uniform Securities Agent State Law Examination 1994-08-22
  • S66 Uniform Combined State Law Examination
    2003-10-14
  • S63 Uniform Securities Agent State Law Examination
    1994-08-22
Designations
Other Names
  • Joseph A Webber
  • Joseph Andrew Webber

View on SEC IAPD

More in Cape Coral, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor