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Antonio Deniro Mcdonald

Wells Fargo Clearing Services, LLC

Charlotte, NC

CRD 6769242

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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 2024-08-23
TX RA APPROVED 2018-11-26
MO RA APPROVED 2018-11-01
  • NC RA
    APPROVED
    Since 2024-08-23
  • TX RA
    APPROVED
    Since 2018-11-26
  • MO RA
    APPROVED
    Since 2018-11-01

Branch Locations

1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • 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 04/2017 07/2018
Columbia Housing Authority's Moving Ahead Program Columbia MO 03/2015 01/2017
Watlow Columbia MO 02/2017 03/2017
Marine Parents Columbia MO 08/2016 10/2016
Wells Fargo Clearing Services St. Louis MO 10/2018 Present
  • 04/2017 → 07/2018
    St Louis, MO
  • 03/2015 → 01/2017
    Columbia Housing Authority's Moving Ahead Program
    Columbia, MO
  • 02/2017 → 03/2017
    Watlow
    Columbia, MO
  • 08/2016 → 10/2016
    Marine Parents
    Columbia, MO
  • 10/2018 → Present
    Wells Fargo Clearing Services
    St. Louis, MO
Previous Registrations
  • 2017-08-01 → 2018-07-30
    Columbia, MO
    St Louis, MO
    Maryland Heights, MO
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-29
  • S66 Uniform Combined State Law Examination
    2017-07-29
Other Names
  • Antonio Deniro Mcdonald
  • Antonio Mcdonald

View on SEC IAPD

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