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Gerald Willcox

Wells Fargo Clearing Services, LLC

Chesapeake, VA

Norfolk, VA

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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
VA RA APPROVED 2025-09-23
  • VA RA
    APPROVED
    Since 2025-09-23

Branch Locations

3114 Western Branch Blvd, Chesapeake, VA 23321 • United States

999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • 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
Wachovia Bank, N.A. Birmingham AL 01/2009 Present
Wells Fargo Advisors Llc Abbeville AL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Abbeville AL 11/2016 Present
  • 01/2009 → Present
    Wachovia Bank, N.A.
    Birmingham, AL
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Abbeville, AL
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Abbeville, AL
Other Businesses

UBER TECHNOLOGIES INC, SAN FRANCISCO, CA, DRIVER, START 8/23/24, 15 HRS PER MONTH, 0 HRS DURING TRADING, TRASPORTING CUSTOMERS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-23
S63 Uniform Securities Agent State Law Examination 2009-03-04
  • S65 Uniform Investment Adviser Law Examination
    2025-09-23
  • S63 Uniform Securities Agent State Law Examination
    2009-03-04
Other Names
  • Gerald Willcox
  • Gerald Arthur Willcox

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
KORVING & COMPANY LLC
PRINCIPAL SECURITIES, INC.

Other Investors

ROBERT PAUL MARCHESANO
POONAM RANI MAHESHWARI
JONATHAN MIGUEL AGUILAR BERNSTEIN
Glenn Van Haislip
Lauren C Kunkle
ELIZABETH SARAH HOLLAND
Kelsie Blake Smith
Donald Carter Smith

Other Offices

TRUIST ADVISORY SERVICES, INC. · CHESAPEAKE, VA
EDWARD JONES · PORTSMOUTH, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Portsmouth, VA
EDWARD JONES · Portsmouth, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUFFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SUFFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Suffolk, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Suffolk, VA

More in Chesapeake, VA

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