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Isaac Joseph Matheny

Wells Fargo Clearing Services, LLC

Lone Tree, CO

Greenwood Village, CO

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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
CO RA APPROVED 2024-01-29
  • CO RA
    APPROVED
    Since 2024-01-29

Branch Locations

9233 E Lincoln Ave, Lone Tree, CO 80124 • United States

5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • 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 Castle Rock CO 01/2023 Present
Wells Fargo Bank, Na Castle Rock CO 01/2022 Present
Menards Inc Iowa City IA 05/2016 07/2021
Unemployed Parker CO 07/2021 01/2022
  • 01/2023 → Present
    Wells Fargo Clearing Services, Llc
    Castle Rock, CO
  • 01/2022 → Present
    Wells Fargo Bank, Na
    Castle Rock, CO
  • 05/2016 → 07/2021
    Menards Inc
    Iowa City, IA
  • 07/2021 → 01/2022
    Unemployed
    Parker, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
S63 Uniform Securities Agent State Law Examination 2023-03-20
  • S66 Uniform Combined State Law Examination
    2024-01-29
  • S63 Uniform Securities Agent State Law Examination
    2023-03-20
Other Names
  • Isaac Matheny

View on SEC IAPD

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