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
TX RA APPROVED 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States

4150 Mockingbird Ln, Dallas, TX 75205 • 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
Jpmorgan Chase Bank, N.A. Dallas TX 02/2019 11/2025
J.P. Morgan Securities Llc Dallas TX 03/2022 11/2025
Quiktrip Garland TX 05/2017 04/2018
Volt Information Sciences Dallas TX 08/2018 08/2018
Unemployed Garland TX 03/2012 04/2017
Unemployed Garland TX 05/2018 07/2018
Unemployed Garland TX 09/2018 01/2019
New York Life Insurance Company Frisco TX 12/2025 12/2025
Nylife Securities Llc Frisco TX 12/2025 12/2025
Wells Fargo Clearing Services, Llc Dallas TX 03/2026 Present
Wells Fargo Bank, Na Dallas TX 03/2026 Present
  • 02/2019 → 11/2025
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 03/2022 → 11/2025
    J.P. Morgan Securities Llc
    Dallas, TX
  • 05/2017 → 04/2018
    Quiktrip
    Garland, TX
  • 08/2018 → 08/2018
    Volt Information Sciences
    Dallas, TX
  • 03/2012 → 04/2017
    Unemployed
    Garland, TX
  • 05/2018 → 07/2018
    Unemployed
    Garland, TX
  • 09/2018 → 01/2019
    Unemployed
    Garland, TX
  • 12/2025 → 12/2025
    New York Life Insurance Company
    Frisco, TX
  • 12/2025 → 12/2025
    Nylife Securities Llc
    Frisco, TX
  • 03/2026 → Present
    Dallas, TX
  • 03/2026 → Present
    Wells Fargo Bank, Na
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
S63 Uniform Securities Agent State Law Examination 2022-06-13
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
  • S63 Uniform Securities Agent State Law Examination
    2022-06-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor