Best Investors Account Sign in
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
NY RA APPROVED 2025-07-10
CT RA APPROVED 2021-06-17
  • NY RA
    APPROVED
    Since 2025-07-10
  • CT RA
    APPROVED
    Since 2021-06-17

Branch Locations

68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • United States

840 Main St, Branford, CT 06405 • 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 Bank, Na Exton PA 01/2015 Present
Wells Fargo Advisors, Llc Exton PA 08/2016 11/2016
Wells Fargo Clearing Services, Llc Exton PA 11/2016 Present
  • 01/2015 → Present
    Wells Fargo Bank, Na
    Exton, PA
  • 08/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Exton, PA
  • 11/2016 → Present
    Exton, PA
Other Businesses

BRIARWOOD ESTATES HOME OWNERS ASSOCIATION, NOT INV RELATED, NIANTIC, CT, BOARD MEMBER, START 10/16/24, 2 HRS PER MONTH, 0 HRS DURING TRADING, DISCUSS COMMUNITY NEEDS, PROJECTS, ISSUES AS THEY ARISE; TRUSTEE FOR AUNT; INV RELATED;NIANTIC,CT; ADMINISTER TRUST ESTABLISHED BY MY AUNT; TRUSTEE/CO-TRUSTEE; START DATE: 04/27/2023; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-28
S63 Uniform Securities Agent State Law Examination 2016-10-19
  • S66 Uniform Combined State Law Examination
    2020-10-28
  • S63 Uniform Securities Agent State Law Examination
    2016-10-19
Other Names
  • Robert Blair

View on SEC IAPD

More in Melville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor