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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 2026-02-20
CA RA APPROVED 2021-08-24
  • TX RA
    APPROVED
    Since 2026-02-20
  • CA RA
    APPROVED
    Since 2021-08-24

Branch Locations

3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States

3700 Old Redwood Hwy Ste 108 [Ra-Rbo], Santa Rosa, CA 95403 • 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 Bank Na Santa Rosa CA 07/2004 Present
Wells Fargo Clearing Services Llc Santa Rosa CA 06/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-24
S63 Uniform Securities Agent State Law Examination 2017-08-10
  • S66 Uniform Combined State Law Examination
    2021-08-24
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10
Other Names
  • Julio Delgado
  • Julio Perez
  • Julio Delgadoperez

View on SEC IAPD

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