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
PA RA APPROVED 2015-06-05
  • PA RA
    APPROVED
    Since 2015-06-05

Branch Locations

150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States

741 S Broad St, Lititz, PA 17543 • United States

4201 Oregon Pike, Ephrata, PA 17522 • United States

1643 Lincoln Hwy E, Lancaster, PA 17602 • United States

1966 Fruitville Pike, Lancaster, PA 17601 • United States

1800 Oregon Pike, Lancaster, PA 17601 • 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. Lititz PA 09/2013 11/2016
Wells Fargo Bank Na Lititz PA 10/2012 Present
Wells Fargo Clearing Services, Llc Lititz PA 11/2016 Present
  • 09/2013 → 11/2016
    Wells Fargo Advisors, Llc.
    Lititz, PA
  • 10/2012 → Present
    Wells Fargo Bank Na
    Lititz, PA
  • 11/2016 → Present
    Lititz, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-05
S63 Uniform Securities Agent State Law Examination 2013-11-13
  • S66 Uniform Combined State Law Examination
    2015-06-05
  • S63 Uniform Securities Agent State Law Examination
    2013-11-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Radnor, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor