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Heather May Grapes

Wells Fargo Clearing Services, LLC

Forth Worth, TX

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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
TX RA APPROVED 2018-06-27
  • TX RA
    APPROVED
    Since 2018-06-27

Branch Locations

201 Main St, Ste 1700 [Xg-Rbo], Forth Worth, TX 76102 • 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 Saginaw TX 08/2016 11/2016
Wells Fargo Bank, Na Saginaw TX 09/2004 Present
Wells Fargo Clearing Services, Llc Saginaw TX 11/2016 Present
  • 08/2016 → 11/2016
    Wells Fargo Advisors Llc
    Saginaw, TX
  • 09/2004 → Present
    Wells Fargo Bank, Na
    Saginaw, TX
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Saginaw, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-04
S63 Uniform Securities Agent State Law Examination 2016-10-18
  • S65 Uniform Investment Adviser Law Examination
    2018-05-04
  • S63 Uniform Securities Agent State Law Examination
    2016-10-18
Other Names
  • Heather May Phillips
  • Heather Grapes

View on SEC IAPD

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Other Offices

LONGHORN CAPITAL PARTNERS, L.P. · FORT WORTH, TX
SUMMITTX CAPITAL, L.P. · FORT WORTH, TX
TRINITY INVESTMENT MANAGEMENT, LLC · FORT WORTH, TX
CRESTLINE MANAGEMENT, L.P. · FORT WORTH, TX
JASPER RIDGE PARTNERS, L.P. · FORT WORTH, TX
COURSE 26, LLC · FORT WORTH, TX
STADTLER CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
WELLS FARGO CLEARING SERVICES, LLC · FORT WORTH, TX

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