Best Investors Account Sign in

Khiry Devan Lee

Wells Fargo Clearing Services, LLC

La Plata, MD

Columbia, MD

Claim This Profile
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
DC RA APPROVED 2022-08-09
MD RA APPROVED 2022-07-21
VA RA APPROVED 2022-07-21
  • DC RA
    APPROVED
    Since 2022-08-09
  • MD RA
    APPROVED
    Since 2022-07-21
  • VA RA
    APPROVED
    Since 2022-07-21

Branch Locations

100 Rosewick Road, La Plata, MD 20646 • United States

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • 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 Clearing Services, Llc La Plata MD 10/2021 Present
Wells Fargo Bank, Na La Plata MD 08/2019 Present
American Eagle Outfitters Oxon Hill MD 12/2014 08/2019
  • 10/2021 → Present
    Wells Fargo Clearing Services, Llc
    La Plata, MD
  • 08/2019 → Present
    Wells Fargo Bank, Na
    La Plata, MD
  • 12/2014 → 08/2019
    American Eagle Outfitters
    Oxon Hill, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-21
S63 Uniform Securities Agent State Law Examination 2022-06-27
  • S65 Uniform Investment Adviser Law Examination
    2022-07-21
  • S63 Uniform Securities Agent State Law Examination
    2022-06-27
Other Names
  • Khiry Lee

View on SEC IAPD

Other Firms

MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
SOWELL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

KATHARINE VAUGHAN MYERS
Reese Michael Mona
GARY THORNTON VAUGHAN
KIMBERLY JU ROSENFIELD
BENJAMIN F GANLEY
Liam T Sheehy
JOHN DANIEL SALAN
JESSICA MAE REPASI

Other Offices

MORGAN STANLEY · LA PLATA, MD
CETERA INVESTMENT ADVISERS LLC · La Plata, MD
SOWELL MANAGEMENT · La Plata, MD
AMERIPRISE FINANCIAL SERVICES, LLC · La Plata, MD
LPL FINANCIAL LLC · LA PLATA, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · La Plata, MD
EDWARD JONES · LA PLATA, MD
LPL FINANCIAL LLC · LA PLATA, MD

More in La Plata, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor