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Peter James Lamberti

Wells Fargo Clearing Services, LLC

Port Jefferson, NY

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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 2026-05-06
NY RA APPROVED 2024-04-05
  • TX RA
    APPROVED
    Since 2026-05-06
  • NY RA
    APPROVED
    Since 2024-04-05

Branch Locations

70 N Country Rd Ste 301, Port Jefferson, NY 11777 • 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
Oppenheimer & Co. Inc. Hauppauge NY 03/2012 12/2019
Janney Montgomery Scott Llc Hauppauge NY 12/2019 04/2024
Wells Fargo Clearing Services, Llc Port Jefferson NY 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-08
S63 Uniform Securities Agent State Law Examination 1986-09-08
  • S66 Uniform Combined State Law Examination
    2012-05-08
  • S63 Uniform Securities Agent State Law Examination
    1986-09-08

View on SEC IAPD

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