Eric Todd Whitman

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-06-16
FL	RA	APPROVED	2008-10-01

TX RA
APPROVED_RES

Since 2026-06-16
FL RA
APPROVED

Since 2008-10-01

Branch Locations

1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States

510 7Th St W, Palmetto, FL 34221 • United States

Palmetto, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Bradenton	FL	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Bradenton	FL	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Bradenton, FL
11/2016 → Present

Wells Fargo Clearing Services, Llc

Bradenton, FL

Previous Registrations

1998-04-01 → 2008-09-26

Banc Of America Investment Services, Inc.

Bradenton, FL

Bradenton, FL

Other Businesses

TRUSTEE OF MOTHER'S TRUST; INV. RELATED; PALMETTO, FL; START DATE 10/22/2020; 5 HRS PER MONTH; 1 HR DURING TRADING.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-03-14
S63	Uniform Securities Agent State Law Examination	1983-08-26

S65 Uniform Investment Adviser Law Examination

2000-03-14
S63 Uniform Securities Agent State Law Examination

1983-08-26

Other Names

Gric Todd Whitman

View on SEC IAPD