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Gary Wayne Edgar

Wells Fargo Clearing Services, LLC

Boulder, CO

Fort Collins, 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 2024-01-02
  • CO RA
    APPROVED
    Since 2024-01-02

Branch Locations

1155 Canyon Blvd [Rq-Rbo], Boulder, CO 80302 • United States

3600 S College Ave 2Nd Fl, Fort Collins, CO 80525 • 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
Morgan Stanley Smith Barney Denver CO 06/2009 12/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 12/2023
Wells Fargo Clearing Services, Llc Boulder CO 01/2024 Present
  • 06/2009 → 12/2023
    Morgan Stanley Smith Barney
    Denver, CO
  • 01/2015 → 12/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2024 → Present
    Wells Fargo Clearing Services, Llc
    Boulder, CO
Previous Registrations
  • 2009-06-01 → 2023-12-15
    Morgan Stanley
    Denver, CO
    Loveland, CO
  • 2008-08-15 → 2009-06-01
    Morgan Stanley & Co. Llc
    Denver, CO
  • 1998-05-08 → 2008-08-29
    Ubs Financial Services Inc.
    Greeley, CO
    Greeley, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-28
S63 Uniform Securities Agent State Law Examination 1993-01-06
  • S65 Uniform Investment Adviser Law Examination
    1995-02-28
  • S63 Uniform Securities Agent State Law Examination
    1993-01-06
Other Names
  • Gary W Edgar

View on SEC IAPD

Other Firms

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UBS FINANCIAL SERVICES INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

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