Best Investors Account Sign in

Daniel Walton

Wells Fargo Clearing Services, LLC

Richmond, VA

Lexington, VA

Waynesboro, VA

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
VA RA APPROVED 2025-06-03
TX RA APPROVED 2022-10-11
MO RA APPROVED 2022-10-07
  • VA RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED
    Since 2022-10-11
  • MO RA
    APPROVED
    Since 2022-10-07

Branch Locations

1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States

101 S Main St, Lexington, VA 24450 • United States

216 S Wayne Ave 1St & 2Nd Fls, Waynesboro, VA 22980 • 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 St. Louis MO 06/2022 Present
Shenandoah Acers Family Campground Stuarts Draft VA 05/2017 08/2017
Shenandoah Acers Family Campground Stuarts Draft VA 05/2018 08/2018
Blue Ridge Community College Weyers Cave VA 08/2018 06/2020
James Madison University Harrisonburg VA 08/2020 06/2022
River Heads High School Staunton VA 08/2014 05/2018
  • 06/2022 → Present
    Wells Fargo Clearing Services
    St. Louis, MO
  • 05/2017 → 08/2017
    Shenandoah Acers Family Campground
    Stuarts Draft, VA
  • 05/2018 → 08/2018
    Shenandoah Acers Family Campground
    Stuarts Draft, VA
  • 08/2018 → 06/2020
    Blue Ridge Community College
    Weyers Cave, VA
  • 08/2020 → 06/2022
    James Madison University
    Harrisonburg, VA
  • 08/2014 → 05/2018
    River Heads High School
    Staunton, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • Daniel A Walton

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Richmond, VA

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor