Best Investors Account Sign in

Nathan James Porzio

Wells Fargo Clearing Services, LLC

Raleigh, NC

Holly Springs, NC

Claim This Profile
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
NC RA APPROVED 2020-01-22
  • NC RA
    APPROVED
    Since 2020-01-22

Branch Locations

3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States

5209 Sunset Lake Rd, Holly Springs, NC 27540 • 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
Edward Jones St Louis MO 01/2017 10/2018
Luihn Food Systems Inc. Morrisville NC 03/2016 09/2016
Unemployed Fuquay Varina NC 09/2016 01/2017
Wells Fargo Bank, Na Clayton NC 04/2019 Present
Wells Fargo Clearing Services, Llc Clayton NC 04/2019 Present
Unemployed Willow Spring NC 10/2018 04/2019
  • 01/2017 → 10/2018
    Edward Jones
    St Louis, MO
  • 03/2016 → 09/2016
    Luihn Food Systems Inc.
    Morrisville, NC
  • 09/2016 → 01/2017
    Unemployed
    Fuquay Varina, NC
  • 04/2019 → Present
    Wells Fargo Bank, Na
    Clayton, NC
  • 04/2019 → Present
    Wells Fargo Clearing Services, Llc
    Clayton, NC
  • 10/2018 → 04/2019
    Unemployed
    Willow Spring, NC
Previous Registrations
  • 2017-04-28 → 2018-11-01
    Edward Jones
    Fuquay Varina, NC
    St Louis, MO
    Fuquay Varina, NC
    Fuquay Varina, NC
    Clayton, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-27
  • S66 Uniform Combined State Law Examination
    2017-02-27
Other Names
  • Nathan James Porzio
  • Nathan Porzio

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor