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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
NY RA APPROVED 2021-07-18
NJ RA APPROVED 2017-08-04
TX RA APPROVED 2017-08-01
  • NY RA
    APPROVED
    Since 2021-07-18
  • NJ RA
    APPROVED
    Since 2017-08-04
  • TX RA
    APPROVED
    Since 2017-08-01

Branch Locations

68 S Service Rd Ste 200, Melville, NY 11747 • 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 Melville NY 05/2017 Present
Iti Strategies Inc Peekskill NY 05/2016 05/2017
  • 05/2017 → Present
    Wells Fargo Advisors
    Melville, NY
  • 05/2016 → 05/2017
    Iti Strategies Inc
    Peekskill, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-01
S63 Uniform Securities Agent State Law Examination 2012-02-16
  • S65 Uniform Investment Adviser Law Examination
    2017-08-01
  • S63 Uniform Securities Agent State Law Examination
    2012-02-16
Other Names
  • Matthew Robert Daddario

View on SEC IAPD

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