Best Investors Account Sign in

Haaris Rosario

Wells Fargo Clearing Services, LLC

Palm Beach, FL

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
TX RA APPROVED 2026-05-14
FL RA APPROVED 2025-10-28
  • TX RA
    APPROVED
    Since 2026-05-14
  • FL RA
    APPROVED
    Since 2025-10-28

Branch Locations

255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • 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 Palm Beach FL 01/2018 Present
Uf Survey Research Center Gainesville FL 02/2012 09/2017
Unemployed Loxahatchee FL 09/2017 01/2018
  • 01/2018 → Present
    Wells Fargo Clearing Services, Llc
    Palm Beach, FL
  • 02/2012 → 09/2017
    Uf Survey Research Center
    Gainesville, FL
  • 09/2017 → 01/2018
    Unemployed
    Loxahatchee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27

View on SEC IAPD

Other Firms

HARLAN CAPITAL PARTNERS LLC
SNOWPOINT VENTURES MANAGEMENT, LLC
BLUEGRASS CAPITAL PARTNERS LP
MORGAN STANLEY
NORTHERN TRUST SECURITIES, INC.
HARVEY CAPITAL MANAGEMENT INC
MISTRAL EQUITY PARTNERS
KLOCKE CAPITAL GROUP, LLC

Other Investors

TODD ADELSTEIN
ANITA PATEL
Cameron McDonough
Philip M. Reagan
Kevin P Bryan
Kyle Scott Berardi
CHRISTOPHER ROBERT PRINDLE
MAURICIO MOREIRA

Other Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL
BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL
MORGAN STANLEY · Palm Beach, FL
NORTHERN TRUST SECURITIES, INC. · PALM BEACH, FL
MORGAN STANLEY · Palm Beach, FL
HARVEY CAPITAL MANAGEMENT INC · PALM BEACH, FL
MISTRAL EQUITY PARTNERS · PALM BEACH, FL

More in Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor