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Dylan Coe

Wells Fargo Clearing Services, LLC

Charlotte, NC

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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
NC RA APPROVED 2025-01-07
  • NC RA
    APPROVED
    Since 2025-01-07

Branch Locations

1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • 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
Mml Investors Services, Llc Peachtree Coners GA 11/2022 05/2023
Mass Mutual Insurance Company Peachtree Corners GA 11/2022 05/2023
Smith Insurance Agency Llc Covington GA 05/2022 05/2023
Full-Time Student Covington, Loganville, Statesboro GA 01/2010 04/2022
Wells Fargo Clearing Services Charlotte NC 07/2023 02/2024
Us Tech Solutions Charlotte NC 05/2023 02/2024
Defender Capital Charlotte NC 03/2024 10/2024
Wells Fargo Clearing Services Charlotte NC 10/2024 Present
  • 11/2022 → 05/2023
    Mml Investors Services, Llc
    Peachtree Coners, GA
  • 11/2022 → 05/2023
    Mass Mutual Insurance Company
    Peachtree Corners, GA
  • 05/2022 → 05/2023
    Smith Insurance Agency Llc
    Covington, GA
  • 01/2010 → 04/2022
    Full-Time Student
    Covington, Loganville, Statesboro, GA
  • 07/2023 → 02/2024
    Wells Fargo Clearing Services
    Charlotte, NC
  • 05/2023 → 02/2024
    Us Tech Solutions
    Charlotte, NC
  • 03/2024 → 10/2024
    Defender Capital
    Charlotte, NC
  • 10/2024 → Present
    Wells Fargo Clearing Services
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-27
  • S66 Uniform Combined State Law Examination
    2024-03-27
Other Names
  • Dylan Coe
  • Dylan Jackson Coe
  • Dylan J. Coe

View on SEC IAPD

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