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Ryan Thomas Donaghy

Wells Fargo Clearing Services, LLC

Bellingham, WA

CRD 7672451

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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 2023-01-20
  • WA RA
    APPROVED
    Since 2023-01-20

Branch Locations

23 Bellwether Way Ste 200, Bellingham, WA 98225 • 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 Bellingham WA 12/2022 Present
Nickerson Street Painting, Llc Seattle WA 10/2009 11/2022
Other Businesses

RENTAL PROPERTY; INV RELATED; SEATTLE, WA; 100% OWNERSHIP; 11/2023; 1 HOUR PER MONTH; 0 DURING TRADING; RENTING HOUSE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
  • S66 Uniform Combined State Law Examination
    2023-01-20

View on SEC IAPD

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