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Alanna Cuizon-Jittayasotorn

Wells Fargo Clearing Services, LLC

Carmel, 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
TX RA APPROVED 2025-03-14
CA RA APPROVED 2025-03-10
  • TX RA
    APPROVED
    Since 2025-03-14
  • CA RA
    APPROVED
    Since 2025-03-10

Branch Locations

26135 Carmel Rancho Blvd Ste E-200, Carmel, CA 93923 • 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
Ubs Financial Services Inc. Los Angeles CA 10/2016 01/2023
Cream Northridge CA 08/2015 01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 02/2023 07/2024
Morgan Stanley Menlo Park CA 07/2024 02/2025
Wells Fargo Clearing Services, Llc Carmel CA 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
S63 Uniform Securities Agent State Law Examination 2021-10-24
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2021-10-24
Other Names
  • Alanna Abra Cuizon-Jittayasotorn
  • Alanna Jittayasotorn
  • Alanna Cuizon
  • Alanna A Cuizon-Jittayasotorn

View on SEC IAPD

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Other Offices

EDWARD JONES · CARMEL, CA
INTERLAKE CAPITAL MANAGEMENT, LLC · CARMEL, CA
CHARLES SCHWAB & CO., INC. · Carmel, CA
NEUMEIER POMA INVESTMENT COUNSEL LLC · CARMEL, CA
KILZER WEALTH MANAGEMENT · CARMEL, CA
TOPTURN CAPITAL, LLC · CARMEL, CA
CYPRESS PATH CAPITAL, LLC · CARMEL, CA
UBS FINANCIAL SERVICES INC. · CARMEL, CA

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