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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
TX RA APPROVED_RES 2026-01-22
  • TX RA
    APPROVED_RES
    Since 2026-01-22

Branch Locations

2494 Bayshore Blvd, Dunedin, FL 34698 • United States

100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • 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 Tampa FL 01/2018 Present
Wells Fargo Clearing Services, Llc Tampa FL 03/2022 Present
Branch Banking And Trust Tampa FL 02/2017 12/2018
Wells Fargo Bank, N.A. Tampa FL 04/2012 02/2017
  • 01/2018 → Present
    Wells Fargo Bank, Na
    Tampa, FL
  • 03/2022 → Present
    Tampa, FL
  • 02/2017 → 12/2018
    Branch Banking And Trust
    Tampa, FL
  • 04/2012 → 02/2017
    Wells Fargo Bank, N.A.
    Tampa, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-18
  • S63 Uniform Securities Agent State Law Examination
    2022-10-18

View on SEC IAPD

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