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Gregory Paul Cleary

Wells Fargo Clearing Services, LLC

San Anselmo, CA

Santa Rosa, 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
TX RA APPROVED 2015-04-07
CA RA APPROVED 2010-09-08
  • TX RA
    APPROVED
    Since 2015-04-07
  • CA RA
    APPROVED
    Since 2010-09-08

Branch Locations

3 Tunstead Ave, San Anselmo, CA 94960 • United States

3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • 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 San Leandro CA 09/2010 11/2016
Wells Fargo Clearing Services, Llc San Leandro CA 11/2016 Present
Previous Registrations
  • 2000-04-06 → 2010-09-15
    Osaic Fs, Inc.
    San Rafael, CA
    San Rafael, CA
  • 2000-07-20 → 2010-09-15
    Independent Advisers Group Corp
    San Rafael, CA
Other Businesses

TRUSTEE OF BROTHER'S TRUST; INV. RELATED; NOVATO, CA; START DATE 3/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-16
S63 Uniform Securities Agent State Law Examination 1995-12-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-16
  • S63 Uniform Securities Agent State Law Examination
    1995-12-19
Designations
Other Names
  • Gregory P Cleary

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SAN ANSELMO, CA
MARIN BAY WEALTH ADVISORS, LLC · SAN ANSELMO, CA
OSMIUM PARTNERS, LLC · SAN ANSELMO, CA
WINSHIP WEALTH PARTNERS · Ross, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROSS, CA
AMERITAS ADVISORY SERVICES, LLC · San Rafael, CA
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC · Fairfax, CA
REICHER CAPITAL MANAGEMENT, LLC · KENTFIELD, CA

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