Asenath Rose Partee

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2013-07-30

WA RA
APPROVED

Since 2013-07-30

Branch Locations

101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States

999 3Rd Ave 40Th Fl Ste 4000 [Wealth Mgmt], Seattle, WA 98104 • 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

Organization	City	State	From	To
Wells Fargo Bank Na	Edmonds	WA	09/2009	Present
Wells Fargo Advisors Llc	Edmonds	WA	05/2013	11/2016
Wells Fargo Clearing Services, Llc	Edmonds	WA	11/2016	Present

09/2009 → Present

Wells Fargo Bank Na

Edmonds, WA
05/2013 → 11/2016

Wells Fargo Advisors Llc

Edmonds, WA
11/2016 → Present

Wells Fargo Clearing Services, Llc

Edmonds, WA

Other Businesses

RENTAL PROPERTY, INV RELATED, EDMONDS, WA, 100% OWNERSHIP WITH SPOUSE, START 6/2011, 1 HOUR PER MONTH/0 DURING TRADING. RENTAL PROPERTY; INV RELATED; MT VERNON, WA; 100% OWNERSHIP WITH SPOUSE; START 9/2/16; 5 HRS/MO; 5 HRS DURING TRADING. TUTMARK ADDITION HOA, NOT INV RELATED, LYNNWOOD, WA, SECRETARY, START 9/1/2009, .25 HOURS PER MONTH, ZERO HOURS DURING TRADING, TAKING MINUTES, DISCUSSING UPKEEP AND IMPROVEMENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-30
S63	Uniform Securities Agent State Law Examination	2013-07-10

S65 Uniform Investment Adviser Law Examination

2013-07-30
S63 Uniform Securities Agent State Law Examination

2013-07-10

Other Names

Asenath Rose Chamberlain
Zeeny Rose Chamberlain
Zeeny Rose Partee
Asenath Zeeny Partee

View on SEC IAPD