Danielle Brooke Eime

Wells Fargo Clearing Services, LLC

CRD 6830674

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-05-26
MO	RA	APPROVED	2017-09-26

FL RA
APPROVED

Since 2023-05-26
MO RA
APPROVED

Since 2017-09-26

Branch Locations

4030 W Boy Scout Blvd Ste 150 [Fe-Rbo], Tampa, FL 33607 • United States

4030 W Boy Scout Blvd Ste 150, Tampa, FL 33607 • 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

Organization	City	State	From	To
Wells Fargo Clearing Services Llc	St Louis	MO	07/2017	Present
David Moore Alliance Llc	St. Louis	MO	11/2016	07/2017
Pct	Santa Fe Springs	CA	06/2016	10/2016

07/2017 → Present

Wells Fargo Clearing Services Llc

St Louis, MO
11/2016 → 07/2017

David Moore Alliance Llc

St. Louis, MO
06/2016 → 10/2016

Pct

Santa Fe Springs, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-26

S66 Uniform Combined State Law Examination

2017-09-26

Designations

Certified Financial Planner

Other Names

Danielle Farris
Danielle Peterson

View on SEC IAPD

More in Tampa, FL

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