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Kyle Pablo O'KEefe

Wells Fargo Clearing Services, LLC

Woodbury, NY

Massapequa Park, NY

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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
NY RA APPROVED 2021-07-27
NJ RA APPROVED 2018-08-30
  • NY RA
    APPROVED
    Since 2021-07-27
  • NJ RA
    APPROVED
    Since 2018-08-30

Branch Locations

88 Froehlich Farm Blvd, Woodbury, NY 11797 • United States

Massapequa Park, NY • 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 Advisors Llc New York NY 05/2012 09/2016
Morgan Stanley New York NY 09/2016 08/2018
Morgan Stanley Private Bank, National Association New York NY 12/2016 08/2018
Wells Fargo Clearing Services Llc Melville NY 08/2018 Present
  • 05/2012 → 09/2016
    Wells Fargo Advisors Llc
    New York, NY
  • 09/2016 → 08/2018
    Morgan Stanley
    New York, NY
  • 12/2016 → 08/2018
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2018 → Present
    Wells Fargo Clearing Services Llc
    Melville, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-11
  • S66 Uniform Combined State Law Examination
    2012-10-11
Other Names
  • Kyle Pablo Okeefe

View on SEC IAPD

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JEREMY ROUSE BROWN
CHAD NEAULT
CRAIG ROBERT WALKER

Other Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY
FUSION FAMILY WEALTH, LLC · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
MG PLANNING SERVICES, INC. · WOODBURY, NY
TRIDENT ADVISORS LLC · WOODBURY, NY
HERITAGE ADVISORY LLC · WOODBURY, NY

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