Paul Alan Neri

Current Employers

Employment History

• 03/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Minneapolis, MN
• 11/2016 → 11/2018
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
• 02/2019 → 12/2022
  Wells Fargo Bank, Na
  Mound, MN
• 02/2019 → 12/2022
  Wells Fargo Clearing Services, Llc
  Mound, MN
• 09/2023 → 04/2024
  Unemployed
  Chanhassen, MN
• 01/2023 → 09/2023
  The Huntington Investment Company
  Columbus, OH
• 04/2024 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2023-01-20 → 2023-09-26
  The Huntington Investment Company
  Chanhassen, MN
• 2019-03-22 → 2022-12-22
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Mound, MN
• 2018-08-24 → 2018-11-13
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Minneapolis, MN
  St. Louis, MO

Other Businesses

1) The Marketing Alliance Group (MN) - 4/2/2024 - 2252 Sherwood Court, Minnetonka, MN 55305; Registered Representative; Inv Rel; 40 hrs/mo; (during trading hrs) 2) Brookfield Insurance Partners - 4/1/2024 - 2252 Sherwood Court, Minnetonka, MN 55305; Brokerage Manager; fixed insurance brokerage; pd commission; Not Inv Rel; insurance business; 10 hrs/mo (during trading hrs) 3) TLG Advisors Inc - 4-2-2024 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120; IAR Rep; Inv Rel; RA business; o hrs/mo; 0 hrs/mo (during trading hrs) 4) WAYZATA PUBLIC SCHOOLS - 9/3/2024 - 13305 12th Avenue North Plymouth, MN 55441-Substitute teacher, Not Invt Rel, Education, 32 hrs/mo; 32 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2019-03-21
• S63 Uniform Securities Agent State Law Examination
  1987-01-27

Designations