Best Investors Account Sign in

Mathieu Danon

Wells Fargo Clearing Services, LLC

Sarasota, FL

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
TX RA APPROVED 2022-08-19
FL RA APPROVED 2022-08-09
  • TX RA
    APPROVED
    Since 2022-08-19
  • FL RA
    APPROVED
    Since 2022-08-09

Branch Locations

1605 Main St 12Th & 14Th Fls, Sarasota, FL 34236 • 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 ( Sarasota FL 03/2022 Present
Wells Fargo Sarasota FL 06/2019 01/2021
Applebee's Sarasota FL 08/2015 12/2019
Wells Fargo Lakewood Ranch FL 02/2021 01/2022
  • 03/2022 → Present
    Wells Fargo Clearing Services, Llc (
    Sarasota, FL
  • 06/2019 → 01/2021
    Wells Fargo
    Sarasota, FL
  • 08/2015 → 12/2019
    Applebee's
    Sarasota, FL
  • 02/2021 → 01/2022
    Wells Fargo
    Lakewood Ranch, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-30
  • S66 Uniform Combined State Law Examination
    2022-07-30

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor