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Robert Clifford Gewecke

Wells Fargo Clearing Services, LLC

Walnut Creek, CA

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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
CA RA APPROVED 2026-01-09
TX RA APPROVED 2026-01-09
  • CA RA
    APPROVED
    Since 2026-01-09
  • TX RA
    APPROVED
    Since 2026-01-09

Branch Locations

2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • 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
E*Trade Capital Management Llc San Francisco CA 08/2011 04/2018
E*Trade Securities Llc San Francisco CA 08/2011 04/2018
Bancwest Investment Services, Inc. Walnut Creek CA 08/2018 02/2023
Bmo Bank Na Walnut Creek CA 08/2018 01/2026
Unemployed Walnut Creek CA 04/2018 08/2018
Lpl Financial Llc Livermore CA 07/2023 01/2026
Wells Fargo Clearing Services, Llc Walnut Creek CA 01/2026 Present
  • 08/2011 → 04/2018
    E*Trade Capital Management Llc
    San Francisco, CA
  • 08/2011 → 04/2018
    E*Trade Securities Llc
    San Francisco, CA
  • 08/2018 → 02/2023
    Bancwest Investment Services, Inc.
    Walnut Creek, CA
  • 08/2018 → 01/2026
    Bmo Bank Na
    Walnut Creek, CA
  • 04/2018 → 08/2018
    Unemployed
    Walnut Creek, CA
  • 07/2023 → 01/2026
    Lpl Financial Llc
    Livermore, CA
  • 01/2026 → Present
    Wells Fargo Clearing Services, Llc
    Walnut Creek, CA
Previous Registrations
  • 2023-07-19 → 2026-01-12
    Lpl Financial Llc
    Livermore, CA
    Oakland, CA
    Danville, CA
    Berkeley, CA
    Dublin, CA
    Orinda, CA
    Walnut Creek, CA
    Berkeley, CA
  • 2018-09-01 → 2023-07-19
    Bancwest Investment Services, Inc.
    Walnut Creek, CA
    Walnut Creek, CA
    Hayward, CA
    Hayward, CA
    San Leandro, CA
    San Lorenzo, CA
    Danville, CA
    Dublin, CA
    Livermore, CA
    Pleasanton, CA
    Orinda, CA
    Berkeley, CA
    Oakland, CA
    Berkeley, CA
  • 2011-08-31 → 2018-04-30
    Harrisdirect Llc
    Arlington, VA
    San Francisco, CA
  • 2009-12-14 → 2011-08-24
    Ameriprise Financial Services, Llc
    Walnut Creek, CA
    Carson City, NV
  • 2007-05-29 → 2009-12-17
    Citigroup Global Markets Inc.
    Piedmont, CA
    Oakland, CA
    Oakland, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2006-04-03 → 2007-05-29
    Citicorp Investment Services
    San Francisco, CA
  • 2005-01-11 → 2006-03-20
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
    San Francisco, CA
  • 2004-04-05 → 2005-01-05
    Waddell & Reed
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-02
S63 Uniform Securities Agent State Law Examination 2001-07-02
  • S66 Uniform Combined State Law Examination
    2004-04-02
  • S63 Uniform Securities Agent State Law Examination
    2001-07-02
Designations

View on SEC IAPD

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