Best Investors Account Sign in
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
FL RA APPROVED 2026-04-20
TX RA APPROVED 2026-04-17
  • FL RA
    APPROVED
    Since 2026-04-20
  • TX RA
    APPROVED
    Since 2026-04-17

Branch Locations

4794 S Tamiami Trail, Sarasota, FL 34231 • 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
Edward Jones St Louis MO 08/2023 04/2026
Staples Tampa FL 10/2022 05/2023
University Of South Florida Tampa FL 08/2022 01/2023
Northwestern Mutual Sarasota FL 01/2022 08/2022
University Of South Florida Tampa FL 08/2021 01/2022
Waterford Golf Course Venice FL 06/2020 08/2021
Florida Gulf Coast University Fort Myers FL 08/2019 06/2020
Rosebuds Seafood And Steakhouse Venice FL 02/2019 08/2019
Publix Supermarket Venice FL 08/2017 02/2019
Grade School Venice FL 01/2012 08/2017
Wells Fargo Clearing Services, Llc Sarasota FL 04/2026 Present
  • 08/2023 → 04/2026
    St Louis, MO
  • 10/2022 → 05/2023
    Staples
    Tampa, FL
  • 08/2022 → 01/2023
    University Of South Florida
    Tampa, FL
  • 01/2022 → 08/2022
    Northwestern Mutual
    Sarasota, FL
  • 08/2021 → 01/2022
    University Of South Florida
    Tampa, FL
  • 06/2020 → 08/2021
    Waterford Golf Course
    Venice, FL
  • 08/2019 → 06/2020
    Florida Gulf Coast University
    Fort Myers, FL
  • 02/2019 → 08/2019
    Rosebuds Seafood And Steakhouse
    Venice, FL
  • 08/2017 → 02/2019
    Publix Supermarket
    Venice, FL
  • 01/2012 → 08/2017
    Grade School
    Venice, FL
  • 04/2026 → Present
    Sarasota, FL
Previous Registrations
  • 2024-01-10 → 2026-04-08
    Port Charlotte, FL
    St. Louis, MO
    Venice, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-27
  • S66 Uniform Combined State Law Examination
    2023-12-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor