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Trevor Matthew Mcluskey

Wells Fargo Clearing Services, LLC

Boca Raton, FL

Boca Raton, 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 2025-01-07
TX RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-06

Branch Locations

3005 Yamato Rd, Boca Raton, FL 33434 • United States

1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • 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
Wells Fargo Clearing Services, Llc Boynton Beach FL 05/2017 03/2021
Wells Fargo Bank Na Boynton Beach FL 04/2015 03/2021
Ameriprise Financial Services Inc Coral Gabels FL 06/2021 06/2021
Ameriprise Financial Services, Llc. Coral Gables FL 06/2021 01/2025
Wells Fargo Clearing Services, Llc Boca Raton FL 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-16
S63 Uniform Securities Agent State Law Examination 2017-07-07
  • S65 Uniform Investment Adviser Law Examination
    2021-09-16
  • S63 Uniform Securities Agent State Law Examination
    2017-07-07
Other Names
  • Trevor Mcluskey
  • Trevor Mcluskey

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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