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Joshua Michael Vestal

Wells Fargo Clearing Services, LLC

New Bern, NC

Wilmington, NC

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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
NC RA APPROVED 2025-01-27
  • NC RA
    APPROVED
    Since 2025-01-27

Branch Locations

3100 Dr M L King Jr Blvd, New Bern, NC 28562 • United States

6752 Parker Farm Drive Ste 300 [N6/B6-Rbo], Wilmington, NC 28405 • 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 Clearing Services, Llc New Bern NC 09/2024 Present
Wells Fargo Bank, Na New Bern NC 11/2021 Present
Cracker Barrel Old Country Store Greenville NC 05/2013 01/2022
Parker Boats Beaufort NC 09/2021 11/2021
Ecu Joyner Library Greenville NC 09/2018 12/2020
East Carolina University Greenville NC 08/2017 05/2018
Lincoln Memorial University Harrogate NC 08/2015 05/2016
Rick Hill Imports Kingsport TN 06/2015 08/2016
Dicks Sporting Goods Kingsport TN 02/2017 07/2017
  • 09/2024 → Present
    Wells Fargo Clearing Services, Llc
    New Bern, NC
  • 11/2021 → Present
    Wells Fargo Bank, Na
    New Bern, NC
  • 05/2013 → 01/2022
    Cracker Barrel Old Country Store
    Greenville, NC
  • 09/2021 → 11/2021
    Parker Boats
    Beaufort, NC
  • 09/2018 → 12/2020
    Ecu Joyner Library
    Greenville, NC
  • 08/2017 → 05/2018
    East Carolina University
    Greenville, NC
  • 08/2015 → 05/2016
    Lincoln Memorial University
    Harrogate, NC
  • 06/2015 → 08/2016
    Rick Hill Imports
    Kingsport, TN
  • 02/2017 → 07/2017
    Dicks Sporting Goods
    Kingsport, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
S63 Uniform Securities Agent State Law Examination 2024-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27
  • S63 Uniform Securities Agent State Law Examination
    2024-12-30
Other Names
  • Joshua Vestal

View on SEC IAPD

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BLUESKY WEALTH ADVISORS, LLC
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FIRST CITIZENS INVESTOR SERVICES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
COOPER MCMANUS
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

DAVID LAURENCE BLAIN
MOLLY SUTZ
Christie Lynn Bonacci
AYASHA JONES
JOHN A. STATON
MADELINE VALENTE
TARA LORRAINE HUGHES
CAROLINE JONES

Other Offices

BLUESKY WEALTH ADVISORS, LLC · NEW BERN, NC
EDWARD JONES · New Bern, NC
LPL ENTERPRISE, LLC · NEW BERN, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · New Bern, NC
BANKERS LIFE ADVISORY SERVICES, INC. · New Bern, NC
COOPER MCMANUS · NEW BERN, NC
PRINCIPAL SECURITIES, INC. · NEW BERN, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · New Bern, NC

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