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Joel Harvey Cope

Wells Fargo Clearing Services, LLC

Allentown, PA

East Greenville, PA

Macungie, PA

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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
PA RA APPROVED 2021-01-27
  • PA RA
    APPROVED
    Since 2021-01-27

Branch Locations

4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States

628 Gravel Pike, East Greenville, PA 18041 • United States

301 E Main St, Macungie, PA 18062 • 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 Trexlertown PA 05/2009 Present
Wells Fargo Advisors Llc Trexlertown PA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Trexlertown PA 11/2016 Present
  • 05/2009 → Present
    Wells Fargo Bank Na
    Trexlertown, PA
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Trexlertown, PA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Trexlertown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-11
S63 Uniform Securities Agent State Law Examination 1999-03-04
  • S66 Uniform Combined State Law Examination
    2021-01-11
  • S63 Uniform Securities Agent State Law Examination
    1999-03-04
Other Names
  • Joel Cope

View on SEC IAPD

Other Firms

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SECTOR ANALYSTS LLC
LOMBARD ADVISERS INCORPORATED
J.P. MORGAN SECURITIES LLC
ERICKSON FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GURNIAK FINANCIAL ADVISORS, INC.

Other Investors

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Chris Talpas
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
DAVID FREDERICK GUENSCH
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
Timothy O'Connors

Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

More in Allentown, PA

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