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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 2023-06-09
MN RA APPROVED 2016-04-25
  • TX RA
    APPROVED_RES
    Since 2023-06-09
  • MN RA
    APPROVED
    Since 2016-04-25

Branch Locations

7900 Xerxes Ave S 10Th Fl [Gg-Rbo], Bloomington, MN 55431 • 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 Bloomington MN 02/2016 11/2016
Wells Fargo Bank Bloomington MN 02/2016 Present
Wells Fargo Clearing Services, Llc Bloomington MN 11/2016 Present
  • 02/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Bloomington, MN
  • 02/2016 → Present
    Wells Fargo Bank
    Bloomington, MN
  • 11/2016 → Present
    Bloomington, MN
Previous Registrations
  • 2009-06-03 → 2009-08-19
    Banc Of America Investment Services, Inc.
    Minneapolis, MN
Other Businesses

RENTAL PROPERTY, INV RELATED, BLOOMINGTON, MN, 100% OWNERSHIP, START 6/12/2013, ZERO HOURS PER MONTH, ZERO DURING TRADING, OWNER. MAKE A WISH FOUNDATION MINNESOTA, NOT INV RELATED, ST PAUL, MN, BOARD MEMBER, START 4/1/21, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS AND PROVIDE OVERSIGHT AND DEVELOPMENT OF THE MISSION AND SUPPORT FOR THE STAFF;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-24
  • S66 Uniform Combined State Law Examination
    2016-04-24
Other Names
  • Patrick M Boldiscar

View on SEC IAPD

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