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Kyle Logan Greer

Wells Fargo Clearing Services, LLC

Dripping Springs, TX

Austin, TX

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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
TX RA APPROVED 2014-05-05
  • TX RA
    APPROVED
    Since 2014-05-05

Branch Locations

401 W Mercer St, Dripping Springs, TX 78620 • United States

111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • 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 Bank Na Austin TX 10/2011 Present
Wells Fargo Advisors Llc Austin TX 02/2014 11/2016
Wells Fargo Clearing Services, Llc Austin TX 11/2016 Present
  • 10/2011 → Present
    Wells Fargo Bank Na
    Austin, TX
  • 02/2014 → 11/2016
    Wells Fargo Advisors Llc
    Austin, TX
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-05
S63 Uniform Securities Agent State Law Examination 2014-04-15
  • S65 Uniform Investment Adviser Law Examination
    2014-05-05
  • S63 Uniform Securities Agent State Law Examination
    2014-04-15

View on SEC IAPD

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LEGACY WEALTH MANAGEMENT, LLC
FREESTYLE MANAGEMENT, L.L.C.
JPL WEALTH MANAGEMENT

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Other Offices

J.P. MORGAN SECURITIES LLC · DRIPPING SPRINGS, TX
EDWARD JONES · DRIPPING SPRINGS, TX
CURRAN FINANCIAL PARTNERS, LLC · DRIPPING SPRINGS, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · DRIPPING SPRINGS, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dripping Springs, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dripping Springs, TX
LEGACY WEALTH MANAGEMENT, LLC · Dripping Springs, TX
FREESTYLE MANAGEMENT, L.L.C. · DRIPPING SPRINGS, TX

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