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Donna Leonard Barclay

Wells Fargo Clearing Services, LLC

Chapel Hill, NC

Raleigh, NC

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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 2023-01-26
NC RA APPROVED 2001-12-31
  • TX RA
    APPROVED_RES
    Since 2023-01-26
  • NC RA
    APPROVED
    Since 2001-12-31

Branch Locations

1220 Environ Way Ste 1220, Chapel Hill, NC 27517 • United States

Raleigh, NC • 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 Durham NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Durham NC 11/2016 Present
Other Businesses

RENTAL PROPERTY, INV RELATED, SWANSBORO, NC, 100% OWNER, START: 08/04/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-10
S63 Uniform Securities Agent State Law Examination 1996-03-15
  • S65 Uniform Investment Adviser Law Examination
    1996-04-10
  • S63 Uniform Securities Agent State Law Examination
    1996-03-15
Other Names
  • Donna Zimmerman
  • Donna Leonard Zimmerman

View on SEC IAPD

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Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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