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Donald Francis Jr Detts

Wells Fargo Clearing Services, LLC

Canonsburg, PA

Washington, PA

CRD 1161468

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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
PA RA APPROVED 2012-12-14
  • PA RA
    APPROVED
    Since 2012-12-14

Branch Locations

2400 Ansys Dr Ste 304, Canonsburg, PA 15317 • United States

Washington, PA • 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 Bethel Park PA 12/2012 11/2016
Wells Fargo Clearing Services, Llc Bethel Park PA 11/2016 Present
Previous Registrations
  • 2005-06-25 → 2012-12-21
    Janney Montgomery Scott Llc
    Canonsburg, PA
    Washington, PA
    Washington, PA
  • 2005-04-20 → 2005-06-25
    Parker/Hunter Incorporated
    Washington, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-18
S63 Uniform Securities Agent State Law Examination 1983-07-26
  • S65 Uniform Investment Adviser Law Examination
    1994-02-18
  • S63 Uniform Securities Agent State Law Examination
    1983-07-26
Designations
  • Certified Financial Planner
Other Names
  • Donald Francis Detts

View on SEC IAPD

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