Best Investors Account Sign in
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 2026-08-20
OH RA APPROVED 2026-08-10
  • TX RA
    APPROVED
    Since 2026-08-20
  • OH RA
    APPROVED
    Since 2026-08-10

Branch Locations

255 E 5Th St Ste 1400, Cincinnati, OH 45202 • 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 Cincinnati OH 11/2024 Present
Cedar Fair Entertainment Company Mason OH 05/2023 08/2024
Miami University Oxford OH 08/2020 05/2024
Loveland City Schools Loveland OH 04/2013 05/2020
Cedar Fair Entertainment Company Mason OH 05/2016 08/2019
Unemployed Loveland OH 08/2024 10/2024
  • 11/2024 → Present
    Cincinnati, OH
  • 05/2023 → 08/2024
    Cedar Fair Entertainment Company
    Mason, OH
  • 08/2020 → 05/2024
    Miami University
    Oxford, OH
  • 04/2013 → 05/2020
    Loveland City Schools
    Loveland, OH
  • 05/2016 → 08/2019
    Cedar Fair Entertainment Company
    Mason, OH
  • 08/2024 → 10/2024
    Unemployed
    Loveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-21
  • S66 Uniform Combined State Law Examination
    2026-07-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor