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Kinberly Urieta

Wells Fargo Clearing Services, LLC

Austin, TX

Georgetown, 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 2021-01-11
  • TX RA
    APPROVED
    Since 2021-01-11

Branch Locations

111 Congress Ave 3Rd Fl, Austin, TX 78701 • United States

3727 Williams Dr [Support Center], Georgetown, TX 78628 • 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 05/2008 Present
Wells Fargo Advisors Llc Austin TX 05/2014 11/2016
Wells Fargo Clearing Services, Llc Austin TX 11/2016 Present
  • 05/2008 → Present
    Wells Fargo Bank Na
    Austin, TX
  • 05/2014 → 11/2016
    Wells Fargo Advisors Llc
    Austin, TX
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-11
S63 Uniform Securities Agent State Law Examination 2014-07-09
  • S66 Uniform Combined State Law Examination
    2021-01-11
  • S63 Uniform Securities Agent State Law Examination
    2014-07-09
Other Names
  • Kinberly Urieta-Bravo
  • Kinberly Urieta
  • Kinberly Tarin

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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