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Megan Elizabeth Hendricksen

Wells Fargo Clearing Services, LLC

Eldersburg, MD

Columbia, MD

CRD 7468294

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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
MD RA APPROVED 2022-02-14
  • MD RA
    APPROVED
    Since 2022-02-14

Branch Locations

1427 Liberty Rd, Eldersburg, MD 21784 • United States

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Eldersburg MD 11/2021 Present
Wells Fargo Bank, Na Eldersburg MD 11/2021 Present
M&T Bank Reisterstown MD 11/2020 10/2021
Pnc Bank Towson MD 09/2018 11/2020
Wells Fargo Pikesville MD 05/2017 09/2018
Homemaker Owings Mills MD 03/2016 05/2017
  • 11/2021 → Present
    Eldersburg, MD
  • 11/2021 → Present
    Wells Fargo Bank, Na
    Eldersburg, MD
  • 11/2020 → 10/2021
    M&T Bank
    Reisterstown, MD
  • 09/2018 → 11/2020
    Pnc Bank
    Towson, MD
  • 05/2017 → 09/2018
    Wells Fargo
    Pikesville, MD
  • 03/2016 → 05/2017
    Homemaker
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-11
  • S66 Uniform Combined State Law Examination
    2022-02-11
Other Names
  • Megan Mergenov
  • Megan Hendricksen Hendricksen

View on SEC IAPD

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