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Robert Dean Nelson

Wells Fargo Clearing Services, LLC

Houston, TX

San Antonio, TX

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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 2020-05-28
  • TX RA
    APPROVED
    Since 2020-05-28

Branch Locations

1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States

10999 W Interstate 10 5Th Fl/Ste 5000, San Antonio, TX 78230 • 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
Usaa Investment Management Company San Antonio TX 11/2015 09/2019
Wells Fargo Bank, Na San Antonio TX 05/2020 Present
Wells Fargo Clearing Services, Llc San Antonio TX 05/2020 Present
Stocktwits Dba Trade App San Antonio TX 10/2019 03/2020
  • 11/2015 → 09/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Wells Fargo Bank, Na
    San Antonio, TX
  • 05/2020 → Present
    Wells Fargo Clearing Services, Llc
    San Antonio, TX
  • 10/2019 → 03/2020
    Stocktwits Dba Trade App
    San Antonio, TX
Previous Registrations
  • 2015-12-04 → 2019-10-01
    Usaa Investment Services Company
    San Antonio, TX
  • 2013-06-14 → 2015-12-08
    Usaa Financial Planning Services
    San Antonio, TX
  • 2008-10-15 → 2013-05-17
    Cuna Brokerage Services, Inc.
    Boerne, TX
    San Antonio, TX
    San Antonio, TX
    Kerrville, TX
    San Antonio, TX
    Live Oak, TX
  • 2008-02-11 → 2008-10-02
    Thrivent Investment Management Inc.
    Irving, TX
    San Antonio, TX
  • 2006-12-15 → 2008-02-05
    Edward Jones
    St Louis, MO
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-28
  • S66 Uniform Combined State Law Examination
    2006-11-28
Other Names
  • Robert Dean Nelson
  • Robert Nelson

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
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