Best Investors Account Sign in

Robert Keith Boltax

Wells Fargo Clearing Services, LLC

Marietta, GA

Alpharetta, GA

Claim This Profile
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_RES 2015-07-09
GA RA APPROVED 2008-01-01
  • TX RA
    APPROVED_RES
    Since 2015-07-09
  • GA RA
    APPROVED
    Since 2008-01-01

Branch Locations

Marietta, GA • United States

2520 Northwinds Pkwy Ste 200 Two Northwinds Center, Alpharetta, GA 30009 • 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 Advisors Llc Duluth GA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Duluth GA 11/2016 Present
Previous Registrations
  • 2003-05-08 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Duluth, GA
    St. Louis, MO
    Duluth, GA
Other Businesses

TRUSTEE FOR FRIEND, INV RELATED, ALPHARETTA, GA, START: 12/07/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-06-16
  • S63 Uniform Securities Agent State Law Examination
    1983-06-16

View on SEC IAPD

More in Marietta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor