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Kelsey C Knudson

Wells Fargo Clearing Services, LLC

Rockford, IL

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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
IL RA APPROVED 2023-07-13
TX RA APPROVED 2023-07-13
  • IL RA
    APPROVED
    Since 2023-07-13
  • TX RA
    APPROVED
    Since 2023-07-13

Branch Locations

6801 Spring Creek Road Ste 1A, Rockford, IL 61114 • 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
Jp Morgan Chase Bank Madison WI 03/2016 11/2021
Jp Morgan Securities Llc Madison WI 03/2016 07/2023
Arbonne International Madison WI 12/2015 10/2017
Wells Fargo Clearing Services, Llc Chicago IL 07/2023 Present
Previous Registrations
  • 2022-01-04 → 2023-07-06
    J.P. Morgan Securities Llc
    Madison, WI
    Monona, WI
    Loves Park, IL
    Sun Prairie, WI
    Sun Prarie, WI
    Rockford, IL
    Rockford, IL
    Rockford, IL
    Roscoe, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-03
S63 Uniform Securities Agent State Law Examination 2013-04-30
  • S66 Uniform Combined State Law Examination
    2021-12-03
  • S63 Uniform Securities Agent State Law Examination
    2013-04-30
Other Names
  • Kelsey Knudson
  • Kelsey C Knudson
  • Kelsey Christine Knudson

View on SEC IAPD

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UNITED CAPITAL FINANCIAL ADVISORS

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL
UNITED CAPITAL FINANCIAL ADVISORS · ROCKFORD, IL

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