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Allison M Merritt

Wells Fargo Clearing Services, LLC

Seattle, WA

Lynnwood, WA

Edmonds , WA

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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 2026-06-09
WA RA APPROVED 2026-03-13
  • TX RA
    APPROVED
    Since 2026-06-09
  • WA RA
    APPROVED
    Since 2026-03-13

Branch Locations

999 3Rd Ave [Wv-Rbo], Seattle, WA 98104 • United States

3400 188Th St Sw Ste 500, Lynnwood, WA 98037 • United States

Edmonds , WA • 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 Seattle WA 01/2026 Present
Clickbank Boise ID 02/2022 01/2026
Figpin Mill Creek WA 03/2020 01/2022
Clickbank Boise ID 05/2019 01/2020
Mindful Health Llc Evergreen CO 05/2017 07/2018
Clickbank Boise ID 10/2016 06/2017
Unemployed Boise ID 11/2015 10/2016
Unemployed Boise ID 07/2018 04/2019
  • 01/2026 → Present
    Wells Fargo Clearing Services, Llc
    Seattle, WA
  • 02/2022 → 01/2026
    Clickbank
    Boise, ID
  • 03/2020 → 01/2022
    Figpin
    Mill Creek, WA
  • 05/2019 → 01/2020
    Clickbank
    Boise, ID
  • 05/2017 → 07/2018
    Mindful Health Llc
    Evergreen, CO
  • 10/2016 → 06/2017
    Clickbank
    Boise, ID
  • 11/2015 → 10/2016
    Unemployed
    Boise, ID
  • 07/2018 → 04/2019
    Unemployed
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13
Other Names
  • Allison M Leach
  • Allison M Leach
  • Allison M Caufield
  • Allison Mary Merritt

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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