Best Investors Account Sign in

Richard Mckinstry

Wells Fargo Clearing Services, LLC

Fort Worth, TX

Frisco, TX

Claim This Profile
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 2023-11-15
  • TX RA
    APPROVED
    Since 2023-11-15

Branch Locations

201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States

4851 Legacy Dr Ste 100, Frisco, TX 75034 • 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
Pfs Investments Inc Dallas TX 04/2009 03/2021
Primerica Financial Services Dallas TX 03/2009 03/2021
Edward Jones St Louis MO 03/2021 11/2023
Wells Fargo Clearing Services, Llc Dallas TX 11/2023 Present
Previous Registrations
  • 2021-05-04 → 2023-11-29
    Edward Jones
    Dallas, TX
    Carrollton, TX
    St Louis, MO
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
S63 Uniform Securities Agent State Law Examination 2009-07-12
  • S66 Uniform Combined State Law Examination
    2021-05-03
  • S63 Uniform Securities Agent State Law Examination
    2009-07-12
Other Names
  • Rich Mckinstry
  • Richard L Mckinstry

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor