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Kyle Glenn Stephens

Wells Fargo Clearing Services, LLC

Salt Lake City, UT

Heber City, UT

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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 2024-12-05
UT RA APPROVED 2024-12-05
  • TX RA
    APPROVED
    Since 2024-12-05
  • UT RA
    APPROVED
    Since 2024-12-05

Branch Locations

299 S Main St 7Th Fl [Mk/Me-Rbo], Salt Lake City, UT 84111 • United States

5 S Main St, Heber City, UT 84032 • 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 Layton UT 02/2013 10/2020
Wells Fargo Clearing Services, Llc Layton UT 08/2017 10/2020
Svb Wealth Advisory Cottonwood Heights UT 10/2020 06/2022
Silicon Valley Bank Cottonwood Heights UT 10/2020 03/2023
Svb Wealth Llc Cottonwood Heights UT 06/2022 Present
Svb Investment Services Inc Cottonwood Heights UT 06/2022 12/2024
First Citizens Investor Services Raleigh NC 12/2023 12/2024
Wells Fargo Clearing Services, Llc Salt Lake City UT 12/2024 Present
  • 02/2013 → 10/2020
    Wells Fargo Bank, Na
    Layton, UT
  • 08/2017 → 10/2020
    Wells Fargo Clearing Services, Llc
    Layton, UT
  • 10/2020 → 06/2022
    Svb Wealth Advisory
    Cottonwood Heights, UT
  • 10/2020 → 03/2023
    Silicon Valley Bank
    Cottonwood Heights, UT
  • 06/2022 → Present
    Svb Wealth Llc
    Cottonwood Heights, UT
  • 06/2022 → 12/2024
    Svb Investment Services Inc
    Cottonwood Heights, UT
  • 12/2023 → 12/2024
    First Citizens Investor Services
    Raleigh, NC
  • 12/2024 → Present
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
Previous Registrations
  • 2022-06-28 → 2024-12-10
    Svb Wealth
    Cottonwood Heights, UT
  • 2020-10-28 → 2022-07-29
    Svb Investment Services Inc.
    San Francisco, CA
    Cottonwood Heights, UT
    San Francisco, CA
  • 2017-12-05 → 2020-11-16
    Wells Fargo Clearing Services, Llc
    Layton, UT
    Layton, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Holladay, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-04
S63 Uniform Securities Agent State Law Examination 2017-11-10
  • S65 Uniform Investment Adviser Law Examination
    2017-12-04
  • S63 Uniform Securities Agent State Law Examination
    2017-11-10

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
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