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 2025-11-06
TX RA APPROVED 2025-11-05
  • FL RA
    APPROVED
    Since 2025-11-06
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

125 E Intendencia St Ste 200, Pensacola, FL 32502 • United States

6075 Poplar Ave Ste 650 [Support Center], Memphis, TN 38119 • 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
Cuna Brokerage Services, Inc. Waverly IA 12/2015 11/2016
Greater Nevada Credit Union Reno NV 11/2015 11/2016
Merrill Lynch Reno NV 11/2016 07/2018
Bank Of America, N.A. Charlotte NC 11/2016 11/2020
Wells Fargo Clearing Services, Llc ( Pensacola FL 10/2025 Present
Merrill Lynch Boston MA 11/2020 08/2023
Merrill Lynch Eugene OR 07/2018 09/2019
Merrill Lynch Beaverton OR 08/2019 11/2020
Merrill Lynch Pensacola FL 08/2023 10/2025
  • 12/2015 → 11/2016
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 11/2015 → 11/2016
    Greater Nevada Credit Union
    Reno, NV
  • 11/2016 → 07/2018
    Merrill Lynch
    Reno, NV
  • 11/2016 → 11/2020
    Bank Of America, N.A.
    Charlotte, NC
  • 10/2025 → Present
    Wells Fargo Clearing Services, Llc (
    Pensacola, FL
  • 11/2020 → 08/2023
    Merrill Lynch
    Boston, MA
  • 07/2018 → 09/2019
    Merrill Lynch
    Eugene, OR
  • 08/2019 → 11/2020
    Merrill Lynch
    Beaverton, OR
  • 08/2023 → 10/2025
    Merrill Lynch
    Pensacola, FL
Previous Registrations
  • 2016-11-28 → 2025-10-16
    Reno, NV
    Eugene, OR
    Reno, NV
    Reno, NV
    Sparks, NV
    Beaverton, OR
    Beaverton, OR
    Boston, MA
    Pensacola, FL
    Fairhope, AL
    Dothan, AL
    Mobile, AL
    Pensacola, FL
  • 2016-10-25 → 2016-11-15
    Cuna Brokerage Services, Inc.
    Reno, NV
    Sparks, NV
Other Businesses

I*1298263 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 5/22/2023 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-12
S63 Uniform Securities Agent State Law Examination 2013-10-15
  • S66 Uniform Combined State Law Examination
    2016-10-12
  • S63 Uniform Securities Agent State Law Examination
    2013-10-15
Other Names
  • Cj Robert Doucette
  • Charles Robert Doucette
  • Charles Robert Doucette
  • Charles R Doucette

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pensacola, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor