Kyle David Poulter

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
UT	RA	APPROVED	2013-09-06

UT RA
APPROVED

Since 2013-09-06

Branch Locations

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

235 S 1300 E, Salt Lake City, UT 84102 • 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	Salt Lake City	UT	11/2012	Present
Wells Fargo Advisors Llc	Salt Lake City	UT	06/2013	11/2016
Wells Fargo Clearing Services, Llc	Salt Lake City	UT	11/2016	Present

11/2012 → Present

Wells Fargo Bank Na

Salt Lake City, UT
06/2013 → 11/2016

Wells Fargo Advisors Llc

Salt Lake City, UT
11/2016 → Present

Wells Fargo Clearing Services, Llc

Salt Lake City, UT

Other Businesses

LYFT, NOT INV RELATED, NORTH SALT LAKE, UT, DRIVER, START 3/27/2017, 20 HOURS PER MONTH, ZERO DURING TRADING, DRIVER. CITY OF NORTH SALT LAKE TRAILS AND ACTIVE TRANSPORTATION; NOT INV RELATED; NORTH SALT LAKE,UT; COMMITTEE MEMBER; START DATE: 01/01/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-09-05
S63	Uniform Securities Agent State Law Examination	2013-08-13

S65 Uniform Investment Adviser Law Examination

2013-09-05
S63 Uniform Securities Agent State Law Examination

2013-08-13