Best Investors Account Sign in

Brendan Andrew Whelan

Wells Fargo Clearing Services, LLC

Pittsburgh, PA

Claim This Profile
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_RES 2024-01-26
PA RA APPROVED 2021-10-18
  • TX RA
    APPROVED_RES
    Since 2024-01-26
  • PA RA
    APPROVED
    Since 2021-10-18

Branch Locations

301 Grant St Ste 3600 One Oxford Centre, Pittsburgh, PA 15219 • 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 Pittsburgh PA 05/2020 07/2021
Wells Fargo Pittsburgh PA 05/2019 08/2019
Wells Fargo Clearing Services, Llc Pittsburgh PA 07/2021 Present
University Of Dayton Dayton OH 08/2016 05/2020
Fox Chapel Area High School Pittsburgh PA 07/2012 06/2020
  • 05/2020 → 07/2021
    Wells Fargo
    Pittsburgh, PA
  • 05/2019 → 08/2019
    Wells Fargo
    Pittsburgh, PA
  • 07/2021 → Present
    Wells Fargo Clearing Services, Llc
    Pittsburgh, PA
  • 08/2016 → 05/2020
    University Of Dayton
    Dayton, OH
  • 07/2012 → 06/2020
    Fox Chapel Area High School
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-16
  • S66 Uniform Combined State Law Examination
    2021-10-16
Other Names
  • Brendan Whelan

View on SEC IAPD

Other Firms

ALLEGHENY FINANCIAL GROUP
ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC
LPL FINANCIAL LLC
DS WEALTH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.

Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor