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Patrick Henry Phimmasone

Wells Fargo Clearing Services, LLC

Gainesville, VA

Mclean, VA

Mclean, VA

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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
TX RA APPROVED 2024-10-23
VA RA APPROVED 2024-10-23
  • TX RA
    APPROVED
    Since 2024-10-23
  • VA RA
    APPROVED
    Since 2024-10-23

Branch Locations

7591 Somerset Crossing Dr, Gainesville, VA 20155 • United States

6844 Old Dominion Dr, Mclean, VA 22101 • United States

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • 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
Pim Capital Reston VA 09/2019 09/2021
Radford University Radford VA 09/2014 08/2019
Woodbury Financial Services Inc Reston VA 07/2020 09/2021
Fidelity Investments Inc. Reston VA 09/2021 10/2024
Wells Fargo Clearing Services, Llc Mclean VA 10/2024 Present
  • 09/2019 → 09/2021
    Pim Capital
    Reston, VA
  • 09/2014 → 08/2019
    Radford University
    Radford, VA
  • 07/2020 → 09/2021
    Woodbury Financial Services Inc
    Reston, VA
  • 09/2021 → 10/2024
    Fidelity Investments Inc.
    Reston, VA
  • 10/2024 → Present
    Wells Fargo Clearing Services, Llc
    Mclean, VA
Previous Registrations
  • 2022-10-28 → 2024-10-04
    Fidelity Personal And Workplace Advisors
    Reston, VA
  • 2021-04-19 → 2021-09-27
    Woodbury Financial Services, Inc.
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-15
  • S66 Uniform Combined State Law Examination
    2021-04-15

View on SEC IAPD

Other Firms

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ALLSTATE FINANCIAL ADVISORS, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

DAVID KALANI MORTON
ELIZABETH LANNON CLARK
David John O'Neill
Andrew Tyler Downey
Yahia Albaghdadi
Eric Eugene Thomas
AARON WAYNE CLARKE
Christopher V Marcoux

Other Offices

HERITAGE FINANCIAL LLC · GAINESVILLE, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Gainesville, VA
EDWARD JONES · GAINESVILLE, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Gainesville, VA
BLACKRIDGE ASSET MANAGEMENT, LLC · Gainesville, VA
BLACKRIDGE ASSET MANAGEMENT, LLC · Gainesville, VA
CETERA INVESTMENT ADVISERS LLC · GAINESVILLE, VA
LPL FINANCIAL LLC · GAINSVILLE, VA

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