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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 2026-03-03
NJ RA APPROVED 2026-03-02
PA RA APPROVED 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-03
  • NJ RA
    APPROVED
    Since 2026-03-02
  • PA RA
    APPROVED
    Since 2026-03-02

Branch Locations

7000 Lincoln Dr E Ste 301, Marlton, NJ 08053 • 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 Bank Na Philadelphia PA 12/2013 11/2016
Wells Fargo Advisors, Llc. Philadelphia PA 12/2013 11/2016
Wells Fargo Clearing Services, Llc Philadelphia PA 11/2016 12/2025
Wells Fargo Clearing Services, Llc Marlton NJ 03/2026 Present
Previous Registrations
Other Businesses

TUCK BARRE & YOGA; NOT INV. RELATED; PHILADELPHIA,PA; BARRE INSTRUCTOR; START DATE 09/13/2021; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; GROUP FITNESS INSTRUCTION. TUCK BARRE & YOGA, LLC, NOT INVT RELATED, PHILADELPHIA, PA, 50% OWNERSHIP, START DATE 3/1/2025, 25 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF GROUP FITNESS STUDIO.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-04
S63 Uniform Securities Agent State Law Examination 2009-04-22
  • S66 Uniform Combined State Law Examination
    2021-02-04
  • S63 Uniform Securities Agent State Law Examination
    2009-04-22
Designations
Other Names
  • Alexandra Cail

View on SEC IAPD

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