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Patricia Antonia Perez - Espichan

Wells Fargo Clearing Services, LLC

Purchase, NY

New Haven, CT

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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_RES 2025-06-28
CT RA APPROVED 2018-07-09
  • TX RA
    APPROVED_RES
    Since 2025-06-28
  • CT RA
    APPROVED
    Since 2018-07-09

Branch Locations

2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • United States

555 Long Wharf Dr 9Th Fl, New Haven, CT 06511 • 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 Bank, Na Danbury CT 12/2014 Present
Wells Fargo Clearing Services, Llc Danbury CT 08/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-09
S63 Uniform Securities Agent State Law Examination 2018-05-10
  • S65 Uniform Investment Adviser Law Examination
    2018-07-09
  • S63 Uniform Securities Agent State Law Examination
    2018-05-10
Other Names
  • Patricia Perez

View on SEC IAPD

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Other Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY
OTR GLOBAL LLC · PURCHASE, NY
JANNEY MONTGOMERY SCOTT LLC · PURCHASE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PURCHASE, NY
GREYWOLF CAPITAL MANAGEMENT LP · PURCHASE, NY
OLSTEIN CAPITAL MANAGEMENT, L.P. · PURCHASE, NY

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