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Keegan Terry

Wells Fargo Clearing Services, LLC

St. Louis, MO

Irvine, CA

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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
CA RA APPROVED 2026-08-10
TX RA APPROVED_RES 2026-08-10
  • CA RA
    APPROVED
    Since 2026-08-10
  • TX RA
    APPROVED_RES
    Since 2026-08-10

Branch Locations

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

5 Park Plz 19Th & 20Th Fls, Irvine, CA 92614 • 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 Bank, Na Los Angeles CA 05/2014 Present
Wells Fargo Advisors, Llc Los Angeles CA 02/2021 10/2023
Wells Fargo Clearing Services, Llc Irvine CA 04/2026 Present
  • 05/2014 → Present
    Wells Fargo Bank, Na
    Los Angeles, CA
  • 02/2021 → 10/2023
    Wells Fargo Advisors, Llc
    Los Angeles, CA
  • 04/2026 → Present
    Wells Fargo Clearing Services, Llc
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-10
S63 Uniform Securities Agent State Law Examination 2026-07-25
  • S65 Uniform Investment Adviser Law Examination
    2026-08-10
  • S63 Uniform Securities Agent State Law Examination
    2026-07-25
Other Names
  • Keegan Matthew Terry

View on SEC IAPD

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