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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
TX RA APPROVED_RES 2026-08-27
  • TX RA
    APPROVED_RES
    Since 2026-08-27

Branch Locations

301 W Northern Lights Blvd 5Th Fl, Ste 501 [Wa-Rbo], Anchorage, AK 99503 • 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
Data Annotation New York NY 01/2025 Present
Charles Schwab & Co., Inc. Omaha NE 05/2025 08/2026
Henneberger Construction, Inc. Dallas TX 04/2025 04/2025
The First Church Of Christ, Scientist Boston MA 11/2023 12/2024
Longyear Museum Chestnut Hill MA 11/2022 09/2023
Full Time Education Boston MA 09/2023 12/2024
The First Church Of Christ, Scientist Boston MA 01/2022 01/2023
The First Church Of Christ, Scientist Boston MA 09/2021 01/2022
Camps Newfound Owatonna Harrison ME 08/2021 08/2021
Camps Leelanau And Kohahna Maple City MI 06/2021 08/2021
Principia College Elsah IL 08/2017 05/2021
The First Church Of Christ, Scientist Boston MA 05/2020 08/2020
Camps Leelanau And Kohahna Maple City MI 06/2019 08/2019
Camps Leelanau And Kohahna Maple City MI 06/2018 08/2018
Full Time Education Elsah IL 08/2017 05/2021
Full Time Education Town And Country MO 08/2013 05/2017
Wells Fargo Clearing Services, Llc Anchorage AK 08/2026 Present
  • 01/2025 → Present
    Data Annotation
    New York, NY
  • 05/2025 → 08/2026
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 04/2025 → 04/2025
    Henneberger Construction, Inc.
    Dallas, TX
  • 11/2023 → 12/2024
    The First Church Of Christ, Scientist
    Boston, MA
  • 11/2022 → 09/2023
    Longyear Museum
    Chestnut Hill, MA
  • 09/2023 → 12/2024
    Full Time Education
    Boston, MA
  • 01/2022 → 01/2023
    The First Church Of Christ, Scientist
    Boston, MA
  • 09/2021 → 01/2022
    The First Church Of Christ, Scientist
    Boston, MA
  • 08/2021 → 08/2021
    Camps Newfound Owatonna
    Harrison, ME
  • 06/2021 → 08/2021
    Camps Leelanau And Kohahna
    Maple City, MI
  • 08/2017 → 05/2021
    Principia College
    Elsah, IL
  • 05/2020 → 08/2020
    The First Church Of Christ, Scientist
    Boston, MA
  • 06/2019 → 08/2019
    Camps Leelanau And Kohahna
    Maple City, MI
  • 06/2018 → 08/2018
    Camps Leelanau And Kohahna
    Maple City, MI
  • 08/2017 → 05/2021
    Full Time Education
    Elsah, IL
  • 08/2013 → 05/2017
    Full Time Education
    Town And Country, MO
  • 08/2026 → Present
    Anchorage, AK
Other Businesses

1) Data Annotation | Investment Related:No|N/A - Remote|New York|NY|10001|United States|Computer Software|AI Prompt Engineer/Trainer|1/28/2025|Less than 20|0|Data Annotation is a fully remote company that employs contractors to assist with training LLM's. My responsibilities involve analyzing and editing AI generated responses or creating prompts for new models to generate responses to. It is possible I could be assigned a project where I would be asked to evaluate an AI models response to a question related to financial services or financial math, but my only interaction would be with the AI model itself, not with any other human, and I would be strictly evaluating the value of the given response based on grammar, clarity, conciseness, and accuracy. I would not have any role related to financial services or investments themselves.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-10
  • S63 Uniform Securities Agent State Law Examination
    2025-09-10

View on SEC IAPD

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