Best Investors Account Sign in
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
FL RA APPROVED 2021-04-06
  • FL RA
    APPROVED
    Since 2021-04-06

Branch Locations

1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States

1399 Ne 25Th Ave, Ocala, FL 34470 • United States

2001 Sw 17Th St, Ocala, FL 34471 • United States

3541 Se Maricamp Rd, Ocala, FL 34471 • United States

3201 Sw College Rd, Ocala, FL 34474 • United States

5407 Se 111Th St, Belleview, FL 34420 • 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. Ocala FL 06/2013 11/2016
Wells Fargo Bank Na Ocala FL 09/2011 Present
Wells Fargo Clearing Services, Llc Ocala FL 11/2016 Present
  • 06/2013 → 11/2016
    Wells Fargo Advisors, Llc.
    Ocala, FL
  • 09/2011 → Present
    Wells Fargo Bank Na
    Ocala, FL
  • 11/2016 → Present
    Ocala, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-05
S63 Uniform Securities Agent State Law Examination 2013-08-13
  • S66 Uniform Combined State Law Examination
    2021-04-05
  • S63 Uniform Securities Agent State Law Examination
    2013-08-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor