Best Investors Account Sign in
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 2018-01-12
  • TX RA
    APPROVED
    Since 2018-01-12

Branch Locations

100 Crescent Ct Ste 1400, Dallas, TX 75201 • United States

Dallas, TX • 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 Clearing Services, Llc Dallas TX 10/2017 Present
Sole Proprietor, Elizabeth Haley, Self-Employed Dallas TX 01/2013 Present
Other Businesses

ARTISTS FOR ANIMALS; INVESTMENT RELATED; DALLAS,TX; TREASURER; START DATE 10/31/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; HELPING PREPARE TAXES BY DOING THE QUARTERLY SALES TAX FILING AND BUILDING A REGISTER IN EXCEL FOR THE YEARLY FINANCES BEFORE HANDING IT OVER TO A CPA AND ATTENDING MEETINGS TO DISCUSS GRANT PROPOSALS, GRANT RECIPIENTS, FINANCES, EVENTS, AND DONORS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-12
  • S66 Uniform Combined State Law Examination
    2018-01-12
Other Names
  • Elizabeth C. Haley
  • Liz Haley
  • Beth Haley
  • Elizabeth Haley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor