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Daniela Nazar

Wells Fargo Clearing Services, LLC

Woodland Hills, CA

Woodland Hills, CA

Thousand Oaks, CA

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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 2022-05-17
CA RA APPROVED 2021-02-04
  • TX RA
    APPROVED
    Since 2022-05-17
  • CA RA
    APPROVED
    Since 2021-02-04

Branch Locations

6001 Topanga Canyon Blvd, Woodland Hills, CA 91367 • United States

19900 Ventura Blvd, Woodland Hills, CA 91364 • United States

3965 E Thousand Oaks Blvd, Thousand Oaks, CA 91362 • 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, N.A. West Hills CA 08/2005 Present
Wells Fargo Advisors Llc Agoura Hills CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc West Hills CA 11/2016 Present
  • 08/2005 → Present
    Wells Fargo Bank, N.A.
    West Hills, CA
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Agoura Hills, CA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    West Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-04
S63 Uniform Securities Agent State Law Examination 2010-06-16
  • S65 Uniform Investment Adviser Law Examination
    2021-02-04
  • S63 Uniform Securities Agent State Law Examination
    2010-06-16

View on SEC IAPD

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Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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