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
NE RA APPROVED 2026-07-27
  • NE RA
    APPROVED
    Since 2026-07-27

Branch Locations

13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States

1101 Galvin Rd S Bellevue, Bellevue, NE 68005 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Bellevue NE 04/2026 Present
Wells Fargo Bank, Na Bellevue NE 08/2022 Present
Target Omaha NE 11/2019 05/2022
Hy-Vee Omaha NE 10/2018 09/2019
Full-Time Education Omaha NE 01/2016 05/2020
  • 04/2026 → Present
    Bellevue, NE
  • 08/2022 → Present
    Wells Fargo Bank, Na
    Bellevue, NE
  • 11/2019 → 05/2022
    Target
    Omaha, NE
  • 10/2018 → 09/2019
    Hy-Vee
    Omaha, NE
  • 01/2016 → 05/2020
    Full-Time Education
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-17
S63 Uniform Securities Agent State Law Examination 2026-06-15
  • S65 Uniform Investment Adviser Law Examination
    2026-07-17
  • S63 Uniform Securities Agent State Law Examination
    2026-06-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor