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Kyle David Smith

Wells Fargo Clearing Services, LLC

Ridgewood, NJ

Short Hills, NJ

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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 2025-11-07
NJ RA APPROVED 2023-01-05
  • TX RA
    APPROVED
    Since 2025-11-07
  • NJ RA
    APPROVED
    Since 2023-01-05

Branch Locations

41 N Walnut St, Ridgewood, NJ 07450 • United States

51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • 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
Fidelity Brokerage Services Llc Paramus NJ 07/2013 01/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2023
Wells Fargo Clearing Services, Llc Summit NJ 01/2023 Present
  • 07/2013 → 01/2023
    Fidelity Brokerage Services Llc
    Paramus, NJ
  • 07/2018 → 01/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2023 → Present
    Wells Fargo Clearing Services, Llc
    Summit, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-17
  • S66 Uniform Combined State Law Examination
    2009-11-17
Designations
Other Names
  • Kyle D Smith

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Ridgewood, NJ
COMMONWEALTH FINANCIAL NETWORK · RIDGEWOOD, NJ
ACCURATE WEALTH MANAGEMENT, LLC · Ridgewood, NJ
ACCURATE WEALTH MANAGEMENT, LLC · Ridgewood, NJ
LPL ENTERPRISE, LLC · PARAMUS, NJ
LPL ENTERPRISE, LLC · PARAMUS, NJ
CITIGROUP GLOBAL MARKETS INC. · Paramus, NJ
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