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
WA RA APPROVED 2023-01-18
  • WA RA
    APPROVED
    Since 2023-01-18

Branch Locations

5588 Harbor Ave, Freeland, WA 98249 • United States

999 3Rd Ave 40Th Fl [Wh/Wk-Rbo], Seattle, WA 98104 • 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 Freeland WA 09/2022 Present
Wells Fargo Bank, Na Freeland WA 12/2019 Present
The Star Store Langley WA 02/2018 12/2019
Catlett's Keepers Langley WA 04/2017 06/2018
Private Family Langley WA 06/2016 05/2018
About The House Freeland WA 09/2016 03/2017
Useless Bay Coffee Company Langley WA 09/2015 09/2016
Skagit Valley College Mount Vernon WA 09/2015 06/2019
Pennsylvania State University Langley WA 01/2020 Present
  • 09/2022 → Present
    Freeland, WA
  • 12/2019 → Present
    Wells Fargo Bank, Na
    Freeland, WA
  • 02/2018 → 12/2019
    The Star Store
    Langley, WA
  • 04/2017 → 06/2018
    Catlett's Keepers
    Langley, WA
  • 06/2016 → 05/2018
    Private Family
    Langley, WA
  • 09/2016 → 03/2017
    About The House
    Freeland, WA
  • 09/2015 → 09/2016
    Useless Bay Coffee Company
    Langley, WA
  • 09/2015 → 06/2019
    Skagit Valley College
    Mount Vernon, WA
  • 01/2020 → Present
    Pennsylvania State University
    Langley, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-18
S63 Uniform Securities Agent State Law Examination 2022-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-01-18
  • S63 Uniform Securities Agent State Law Examination
    2022-12-21
Other Names
  • Danielle Annemarie Catlett
  • Danielle Moeller

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Freeland, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor