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Joshua Long

Wells Fargo Clearing Services, LLC

Sarasota, FL

Sarasota, FL

Sarasota, FL

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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
FL RA APPROVED 2024-05-03
  • FL RA
    APPROVED
    Since 2024-05-03

Branch Locations

5374 Fruitville Rd, Sarasota, FL 34232 • United States

1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States

6076 N Lockwood Ridge Rd, Sarasota, FL 34243 • 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
Transamerica Financial Advisors, Inc Tampa FL 12/2016 12/2018
World Financial Group, Inc. Tampa FL 08/2014 12/2017
Ford Motor Credit Tampa FL 01/2015 07/2017
Edward Jones St. Louis MO 01/2018 10/2018
Unknown St Petersburg FL 11/2018 10/2019
Regions Bank Saint Petersburg FL 11/2019 04/2024
Cetera Investment Services Llc St. Cloud MN 06/2020 04/2024
Wells Fargo Clearing Services, Llc Sarasota FL 04/2024 Present
  • 12/2016 → 12/2018
    Transamerica Financial Advisors, Inc
    Tampa, FL
  • 08/2014 → 12/2017
    World Financial Group, Inc.
    Tampa, FL
  • 01/2015 → 07/2017
    Ford Motor Credit
    Tampa, FL
  • 01/2018 → 10/2018
    Edward Jones
    St. Louis, MO
  • 11/2018 → 10/2019
    Unknown
    St Petersburg, FL
  • 11/2019 → 04/2024
    Regions Bank
    Saint Petersburg, FL
  • 06/2020 → 04/2024
    Cetera Investment Services Llc
    St. Cloud, MN
  • 04/2024 → Present
    Wells Fargo Clearing Services, Llc
    Sarasota, FL
Previous Registrations
  • 2020-07-06 → 2023-10-16
    Cetera Investment Advisers Llc
    St Petersburg, FL
    St Petersburg, FL
  • 2018-04-11 → 2018-10-08
    Edward Jones
    St Petersburg, FL
    St Petersburg, FL
    St Louis, MO
    St Petersburg, FL
    St Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-29
  • S66 Uniform Combined State Law Examination
    2018-03-29
Other Names
  • Joshua Jer'MAr Long

View on SEC IAPD

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CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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