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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
FL RA APPROVED 2023-02-09
TX RA APPROVED 2016-07-15
VA RA APPROVED 2010-09-16
  • FL RA
    APPROVED
    Since 2023-02-09
  • TX RA
    APPROVED
    Since 2016-07-15
  • VA RA
    APPROVED
    Since 2010-09-16

Branch Locations

208 Golden Oak Ct Stes 250 & 300 Reflections Iii, Virginia Beach, VA 23452 • 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 Virginia Beach VA 07/2008 11/2016
Galilee Episcopal Church Virginia Beach VA 01/2005 Present
Wells Fargo Clearing Services, Llc Virginia Beach VA 11/2016 Present
  • 07/2008 → 11/2016
    Wells Fargo Advisors Llc
    Virginia Beach, VA
  • 01/2005 → Present
    Galilee Episcopal Church
    Virginia Beach, VA
  • 11/2016 → Present
    Virginia Beach, VA
Other Businesses

RENTAL PROPERTY, INVT RELATED, VIRGINIA BEACH, VA, 100% OWNERSHIP, START DATE 7/1/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES.| POWER OF ATTORNEY FOR MOTHER; INV RELATED; LUNENBURG, VA; POA; START DATE 08/19/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING JOSEPH A CARTER III; INV RELATED;VIRGINIA BEACH,VA; ACCOUNTS BUSINESS; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 06/19/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-15
  • S66 Uniform Combined State Law Examination
    2010-09-15
Other Names
  • Trey Carter
  • Joseph Carter

View on SEC IAPD

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