Best Investors Account Sign in

David Allen Bos

Wells Fargo Clearing Services, LLC

Mclean, VA

Mclean, VA

Claim This Profile
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 2022-05-20
VA RA APPROVED 2017-08-30
  • TX RA
    APPROVED
    Since 2022-05-20
  • VA RA
    APPROVED
    Since 2017-08-30

Branch Locations

1650 Tysons Blvd Ste 500, Mclean, VA 22102 • United States

1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • 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
Morgan Stanley & Co., Incorporated Vienna VA 04/2007 08/2017
Morgan Stanley Smith Barney Vienna VA 06/2009 08/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 08/2017
Wells Fargo Clearing Services Llc Mclean VA 08/2017 Present
  • 04/2007 → 08/2017
    Morgan Stanley & Co., Incorporated
    Vienna, VA
  • 06/2009 → 08/2017
    Morgan Stanley Smith Barney
    Vienna, VA
  • 01/2015 → 08/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2017 → Present
    Wells Fargo Clearing Services Llc
    Mclean, VA
Previous Registrations
  • 2009-06-01 → 2017-08-30
    Morgan Stanley
    Vienna, VA
    Mclean, VA
    Alexandria, VA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Vienna, VA
  • 1994-07-19 → 2007-04-02
    Morgan Stanley Dw Inc.
    Mclean, VA
    Vienna, VA
Other Businesses

RENTAL PROPERTY, INV RELATED, MIRAMAR BEACH, FL, 100% OWNER, START: 8/29/2017, 0 HOURS, NO DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-08-06
S63 Uniform Securities Agent State Law Examination 1982-08-12
  • S65 Uniform Investment Adviser Law Examination
    1992-08-06
  • S63 Uniform Securities Agent State Law Examination
    1982-08-12
Other Names
  • David Allen Bos

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA
SEIA · Tysons, VA

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor