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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
AL RA APPROVED 2025-11-26
  • AL RA
    APPROVED
    Since 2025-11-26

Branch Locations

203 W Main St, Albertville, AL 35950 • United States

2501 20Th Pl S, Ste 325 [A1-Rbo], Birmingham, AL 35223 • 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 Albertville AL 11/2023 Present
Wells Fargo Clearing Services, Llc Albertville AL 08/2025 Present
Family Savings Credit Union Gadsden AL 11/2022 10/2023
Jacksonville State University Jacksonville AL 09/2021 05/2023
The Bowers Law Firm Llc Dallas GA 10/2020 07/2021
Precision Heating And Air Dallas GA 05/2017 07/2020
Hiram High School Hiram GA 08/2015 05/2019
  • 11/2023 → Present
    Wells Fargo Bank, Na
    Albertville, AL
  • 08/2025 → Present
    Albertville, AL
  • 11/2022 → 10/2023
    Family Savings Credit Union
    Gadsden, AL
  • 09/2021 → 05/2023
    Jacksonville State University
    Jacksonville, AL
  • 10/2020 → 07/2021
    The Bowers Law Firm Llc
    Dallas, GA
  • 05/2017 → 07/2020
    Precision Heating And Air
    Dallas, GA
  • 08/2015 → 05/2019
    Hiram High School
    Hiram, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-26
S63 Uniform Securities Agent State Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-11-26
  • S63 Uniform Securities Agent State Law Examination
    2025-11-03
Other Names
  • Kaytlyn Trahan

View on SEC IAPD

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