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Blake H Freeman

Wells Fargo Clearing Services, LLC

Salt Lake City, UT

Park City, UT

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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 2025-02-04
UT RA APPROVED 2022-04-13
  • TX RA
    APPROVED
    Since 2025-02-04
  • UT RA
    APPROVED
    Since 2022-04-13

Branch Locations

299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States

1400 Kearns Blvd Ste 100, Park City, UT 84060 • 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
Morgan Stanley Folsom CA 08/2016 04/2022
Morgan Stanley Private Bank, N.A. New York NY 10/2016 04/2022
Wells Fargo Clearing Services, Llc Salt Lake City UT 04/2022 Present
Morgan Stanley Private Bank, N.A New York NY 10/2016 Present
  • 08/2016 → 04/2022
    Morgan Stanley
    Folsom, CA
  • 10/2016 → 04/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 04/2022 → Present
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
  • 10/2016 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2016-08-26 → 2022-04-27
    Morgan Stanley
    Folsom, CA
  • 2014-12-12 → 2016-09-07
    J.P. Morgan Securities Llc
    El Dorado Hills, CA
    Folsom, CA
  • 2013-07-01 → 2014-11-06
    Morgan Stanley
    Burlingame, CA
    Menlo Park, CA
  • 2011-08-04 → 2013-06-24
    Waddell & Reed
    Seattle, WA
  • 2010-07-12 → 2010-12-06
    Edward Jones
    Fair Oaks, CA
    Citrus Heights, CA
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-09
  • S66 Uniform Combined State Law Examination
    2010-07-09
Other Names
  • Blake Freeman
  • Blake Harrison Freeman

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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