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Yongxing Sun

Wells Fargo Clearing Services, LLC

Fort Worth, TX

Mckinney, TX

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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
TX RA APPROVED 2023-05-25
  • TX RA
    APPROVED
    Since 2023-05-25

Branch Locations

201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States

2851 S Ridge Rd, Mckinney, TX 75072 • 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 Garland TX 01/2023 Present
Wells Fargo Bank, Na Garland TX 01/2023 Present
Unemployed Mckinney TX 10/2022 12/2022
Us Army Fort Polk LA 07/2020 10/2022
Us Army Camp Humphreys 05/2019 07/2020
Us Army Fort Sill And Fort Sam Houston TX 10/2018 05/2019
Amazon Hebron KY 06/2017 09/2018
Lyft Cincinnati OH 06/2016 06/2017
  • 01/2023 → Present
    Wells Fargo Clearing Services, Llc
    Garland, TX
  • 01/2023 → Present
    Wells Fargo Bank, Na
    Garland, TX
  • 10/2022 → 12/2022
    Unemployed
    Mckinney, TX
  • 07/2020 → 10/2022
    Us Army
    Fort Polk, LA
  • 05/2019 → 07/2020
    Us Army
    Camp Humphreys
  • 10/2018 → 05/2019
    Us Army
    Fort Sill And Fort Sam Houston, TX
  • 06/2017 → 09/2018
    Amazon
    Hebron, KY
  • 06/2016 → 06/2017
    Lyft
    Cincinnati, OH
Other Businesses

UBER, NOT INV RELATED, MCKINNEY, TX, DRIVER, START DATE: 11/20/23, 20 HRS PER MONTH, 0 HRS DURING TRADING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-25
S63 Uniform Securities Agent State Law Examination 2023-03-30
  • S65 Uniform Investment Adviser Law Examination
    2023-05-25
  • S63 Uniform Securities Agent State Law Examination
    2023-03-30

View on SEC IAPD

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Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

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