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Bryan L Boyd

Wells Fargo Clearing Services, LLC

Orlando, FL

Winter Park, FL

Ocoee, FL

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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
FL RA APPROVED 2023-12-15
TX RA APPROVED 2023-12-01
  • FL RA
    APPROVED
    Since 2023-12-15
  • TX RA
    APPROVED
    Since 2023-12-01

Branch Locations

4876 S Apopka Vineland Rd, Orlando, FL 32819 • United States

480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States

8801 W Colonial Dr, Ocoee, FL 34761 • 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
Edward Jones Clermont FL 09/2019 02/2020
State Farm Stephenville TX 12/2002 09/2019
State Farm Clermont FL 03/2020 05/2022
Castle & Cooke Mortgage Llc Irving TX 10/2021 05/2022
Fidelity Investments Westlake TX 07/2022 02/2023
Bank Of America N.A. Frisco TX 03/2023 12/2023
Wells Fargo Clearing Services, Llc Winter Park FL 12/2023 Present
  • 09/2019 → 02/2020
    Edward Jones
    Clermont, FL
  • 12/2002 → 09/2019
    State Farm
    Stephenville, TX
  • 03/2020 → 05/2022
    State Farm
    Clermont, FL
  • 10/2021 → 05/2022
    Castle & Cooke Mortgage Llc
    Irving, TX
  • 07/2022 → 02/2023
    Fidelity Investments
    Westlake, TX
  • 03/2023 → 12/2023
    Bank Of America N.A.
    Frisco, TX
  • 12/2023 → Present
    Wells Fargo Clearing Services, Llc
    Winter Park, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2022-12-05
Other Names
  • Bryan Lindy Boyd
  • Bryan Boyd

View on SEC IAPD

Other Firms

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CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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