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Chad Winchester

Wells Fargo Clearing Services, LLC

St. Louis, MO

Charlotte, NC

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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
NC RA APPROVED 2021-12-08
  • NC RA
    APPROVED
    Since 2021-12-08

Branch Locations

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

401 S Tryon Street, Charlotte, NC 28202 • 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
National Planning Corporation Charlotte NC 06/2016 12/2016
Wells Fargo Clearing Services Charlotte NC 12/2018 12/2019
Wells Fargo Charlotte NC 02/2017 12/2018
Wells Fargo Bank Charlotte NC 11/2017 Present
Wells Fargo Clearing Services Charlotte NC 11/2021 Present
  • 06/2016 → 12/2016
    National Planning Corporation
    Charlotte, NC
  • 12/2018 → 12/2019
    Wells Fargo Clearing Services
    Charlotte, NC
  • 02/2017 → 12/2018
    Wells Fargo
    Charlotte, NC
  • 11/2017 → Present
    Wells Fargo Bank
    Charlotte, NC
  • 11/2021 → Present
    Wells Fargo Clearing Services
    Charlotte, NC
Previous Registrations
  • 2018-12-13 → 2020-01-03
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
    St. Louis, MO
  • 2016-06-30 → 2016-12-13
    National Planning Corporation
    Charlotte, NC
  • 2015-07-06 → 2016-07-01
    Triad Advisors Llc
    Charlotte, NC
  • 2015-01-12 → 2015-03-03
    National Planning Corporation
    Charlotte, NC
Other Businesses

TBD, LLC, NOT INVT RELATED, WAXHAW, NC, 100% OWNERSHIP, SELF STORAGE, START DATE 6/28/2024, 8 HRS PER MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-16
  • S66 Uniform Combined State Law Examination
    2014-10-16
Other Names
  • Chad Winchester
  • Chad Robert Winchester

View on SEC IAPD

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