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Cheri Louise Montgomery

Wells Fargo Clearing Services, LLC

Scottsdale, AZ

Apache Junction, AZ

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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
AZ RA APPROVED 2021-03-31
CA RA APPROVED 2020-12-16
TX RA APPROVED_RES 2015-06-12
  • AZ RA
    APPROVED
    Since 2021-03-31
  • CA RA
    APPROVED
    Since 2020-12-16
  • TX RA
    APPROVED_RES
    Since 2015-06-12

Branch Locations

8601 N Scottsdale Rd Ste 150 [Sf-Rbo], Scottsdale, AZ 85253 • United States

231 S Phelps Dr, Apache Junction, AZ 85120 • 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 Apache Junction AZ 11/1994 Present
Wells Fargo Advisors Llc Apache Junction AZ 08/2014 11/2016
Wells Fargo Clearing Services, Llc Apache Junction AZ 11/2016 Present
  • 11/1994 → Present
    Wells Fargo Bank, Na
    Apache Junction, AZ
  • 08/2014 → 11/2016
    Wells Fargo Advisors Llc
    Apache Junction, AZ
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Apache Junction, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-03
S63 Uniform Securities Agent State Law Examination 2014-10-14
  • S66 Uniform Combined State Law Examination
    2021-03-03
  • S63 Uniform Securities Agent State Law Examination
    2014-10-14
Other Names
  • Cheri Louise Stodghill
  • Cheri Montgomery

View on SEC IAPD

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