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Wilmore Emilio Mendieta

Wells Fargo Clearing Services, LLC

Melbourne, FL

Charlotte, NC

CRD 1093087

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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_RES 2025-05-16
FL RA APPROVED 2013-06-07
NC RA APPROVED 2010-07-02
  • TX RA
    APPROVED_RES
    Since 2025-05-16
  • FL RA
    APPROVED
    Since 2013-06-07
  • NC RA
    APPROVED
    Since 2010-07-02

Branch Locations

1499 S Harbor City Blvd Ste 400, Melbourne, FL 32901 • United States

15801 Brixham Hill Ave Ste 100, Charlotte, NC 28277 • 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 Charlotte NC 07/2010 11/2016
Wells Fargo Clearing Services, Llc Charlotte NC 11/2016 Present
Previous Registrations
Other Businesses

TRUSTEE FOR NEPHEW, INV RELATED, MIAMI, FL, START: 8/24/2010, 1 HOUR A MONTH, 1 HOUR DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-13
S63 Uniform Securities Agent State Law Examination 1983-01-27
  • S65 Uniform Investment Adviser Law Examination
    1993-12-13
  • S63 Uniform Securities Agent State Law Examination
    1983-01-27
Other Names
  • Wil Mendieta

View on SEC IAPD

Nearby Firms

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Nearby Investors

MICHAEL DOUGLAS ALLEN
SILVIA MARCELA LINARES-WILLIAMS
John Thomas Keeney

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · Melbourne, FL
KESTRA ADVISORY SERVICES, LLC · MELBOURNE, FL
EDWARD JONES · Viera, FL

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