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Kyle Whitfield Lambeth

Wells Fargo Clearing Services, LLC

Davidson, NC

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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 2021-12-15
NC RA APPROVED 2001-12-31
  • TX RA
    APPROVED
    Since 2021-12-15
  • NC RA
    APPROVED
    Since 2001-12-31

Branch Locations

130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • 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
North Mecklenburg Rescue Squad Charlotte NC 05/2005 Present
Wells Fargo Advisors Llc Huntersville NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Huntersville NC 11/2016 Present
  • 05/2005 → Present
    North Mecklenburg Rescue Squad
    Charlotte, NC
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Huntersville, NC
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Huntersville, NC
Other Businesses

1.)TOWN OF DAVIDSON; NON-INV; DAVIDSON, NC; FIREFIGHTER; START: 08/01/2014; HOURS: 8 PER MONTH - 0 DURING TRADING; DUTIES: FIREFIGHTING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-02
S63 Uniform Securities Agent State Law Examination 1999-02-24
  • S66 Uniform Combined State Law Examination
    2000-06-02
  • S63 Uniform Securities Agent State Law Examination
    1999-02-24
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERIT FINANCIAL ADVISORS
EDWARD JONES
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
GENEOS WEALTH MANAGEMENT, INC.
ROBERT W. BAIRD & CO. INCORPORATED
OSAIC WEALTH, INC.
FOUNDRY FINANCIAL LLC

Other Investors

ELIZABETH HEILIGENTHALER
Sara C Heiligenthaler
DAVID WALTER HEILIGENTHALER
CHRISTINA MCCONNELL
JERATHEN LEVON TILLMAN
LAURA LONG
RANDI DERENE
JEFFREY CHARLES COBLE

Other Offices

LPL FINANCIAL LLC · DAVIDSON, NC
LPL FINANCIAL LLC · DAVIDSON, NC
WELLS FARGO CLEARING SERVICES, LLC · DAVIDSON, NC
MERIT FINANCIAL ADVISORS · DAVIDSON, NC
EDWARD JONES · Davidson, NC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC · DAVIDSON, NC
GENEOS WEALTH MANAGEMENT, INC. · Davidson, NC
ROBERT W. BAIRD & CO. INCORPORATED · DAVIDSON, NC

More in Davidson, NC

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