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Chace Westin Mckinney

Wells Fargo Clearing Services, LLC

Canton, OH

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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
OH RA APPROVED 2020-01-02
  • OH RA
    APPROVED
    Since 2020-01-02

Branch Locations

4601 Fulton Dr Nw Ste B, Canton, OH 44718 • 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
Morgan Stanley Canton OH 12/2016 01/2020
Harlem Globtrotters International Inc. Peachtree Corners GA 10/2014 12/2016
Howard Hanna Real Estate Canton OH 11/2013 12/2016
Morgan Stanley Private Bank, National Association New York NY 10/2017 01/2020
Wells Fargo Clearing Services Llc Canton OH 01/2020 Present
  • 12/2016 → 01/2020
    Morgan Stanley
    Canton, OH
  • 10/2014 → 12/2016
    Harlem Globtrotters International Inc.
    Peachtree Corners, GA
  • 11/2013 → 12/2016
    Howard Hanna Real Estate
    Canton, OH
  • 10/2017 → 01/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2020 → Present
    Wells Fargo Clearing Services Llc
    Canton, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-21
  • S66 Uniform Combined State Law Examination
    2017-11-21

View on SEC IAPD

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JEFFREY ALLEN KOTA
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LYNNE MARIE PETERS
THOMAS PETTINGER SHORTREED
KELLI SUE PHILLIPS-ZALESKI
ROGER THOMAS DUFFY
BETH CODY GRAYBILL
CHRIS ANDREW GNANDT

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · CANTON, OH
ALPHASTAR CAPITAL MANAGEMENT · CANTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
BEESE FULMER PRIVATE WEALTH MANAGEMENT · CANTON, OH
LPL FINANCIAL LLC · CANTON, OH
FINANCIAL MANAGEMENT STRATEGIES, INC. · Canton, OH

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