Pedro Coello

Wells Fargo Clearing Services, LLC

Short Hills, NJ

Berkeley Heights, NJ

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-09-18
TX	RA	APPROVED	2024-09-16

NJ RA
APPROVED

Since 2024-09-18
TX RA
APPROVED

Since 2024-09-16

Branch Locations

51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • United States

350 Springfield Ave, Berkeley Heights, NJ 07922 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Caldwell	NJ	04/2009	09/2024
Bank Of America, N.A.	West Caldwell	NJ	04/2009	09/2024
Wells Fargo Clearing Services, Llc	Summit	NJ	09/2024	Present

04/2009 → 09/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Caldwell, NJ
04/2009 → 09/2024

Bank Of America, N.A.

West Caldwell, NJ
09/2024 → Present

Wells Fargo Clearing Services, Llc

Summit, NJ

Previous Registrations

2017-11-15 → 2024-10-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stirling, NJ

Cedar Grove, NJ

West Caldwell, NJ

Somerville, NJ

Elmwood Park, NJ

Iselin, NJ

Morristown, NJ

Berkeley Heights, NJ

Bridgewater, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-13

S66 Uniform Combined State Law Examination

2017-11-13

Other Names

Pedro Coello
Pedro J Coello

View on SEC IAPD

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UNITED SUCCESS WEALTH MANAGEMENT

TRANSAMERICA FINANCIAL ADVISORS, LLC

Other Investors

DAVID SETH LEIBOWITZ

VALERIE RUBIO LEMMON

TERRANCE PATRICK MCGUIRE

KAUSHAL BHUPENDRA MAJMUDAR

John Varghese Cholankeril

DUSHYANT PANDIT

Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ

RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ

J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ

DORCHESTER ADVISORS LLC · SHORT HILLS, NJ

ESTEE ADVISORS LLC · SHORT HILLS, NJ

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SHORT HILLS, NJ

UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ

TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ

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