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Robert Jack Martin

Wells Fargo Clearing Services, LLC

Richmond, VA

Richmond, 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
VA RA APPROVED 2024-11-20
  • VA RA
    APPROVED
    Since 2024-11-20

Branch Locations

3300 Pump Rd, Richmond, VA 23233 • United States

1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • 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. Glen Allen VA 06/2017 01/2022
Wells Fargo Bank Na Glen Allen VA 11/2014 01/2022
First Citizens Investor Services Raleigh NC 01/2022 08/2024
First Citizens Bank Richmond VA 01/2022 08/2024
Wells Fargo Clearing Services, Llc Richmond VA 08/2024 Present
Wells Fargo Bank, Na Richmond VA 08/2024 Present
  • 06/2017 → 01/2022
    Wells Fargo Clearing Services, Llc.
    Glen Allen, VA
  • 11/2014 → 01/2022
    Wells Fargo Bank Na
    Glen Allen, VA
  • 01/2022 → 08/2024
    First Citizens Investor Services
    Raleigh, NC
  • 01/2022 → 08/2024
    First Citizens Bank
    Richmond, VA
  • 08/2024 → Present
    Wells Fargo Clearing Services, Llc
    Richmond, VA
  • 08/2024 → Present
    Wells Fargo Bank, Na
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-20
S63 Uniform Securities Agent State Law Examination 2017-08-10
  • S65 Uniform Investment Adviser Law Examination
    2024-11-20
  • S63 Uniform Securities Agent State Law Examination
    2017-08-10
Other Names
  • Robert Martin
  • Robert Jack Martin

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
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Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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