Daniel Raynell Gresham

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 05/2018
  Wells Fargo Clearing Services Llc
  Stockton, CA
• 06/2021 → Present
  Wells Fargo Clearing Services, Llc
  Rocklin, CA
• 11/2015 → Present
  Wells Fargo Bank, Na
  Rocklin, CA

Other Businesses

NOTARY PUBLIC, NOT INV RELATED, STATE OF CALIFORNIA, START 7/11/2022, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, NOTARIZE DOCUMENTS. PENMENSHIP; NOT INV RELATED; STOCKTON, CA; 100% OWNERSHIP; START: 9/21/2022; 40 HOURS PER MONTH; 0 DURING TRADING; NOTARIZE DOCUMENTS. PENMENSHIP DBA ECOMMERCE ONLINE BUSINESS, NOT INVT RELATED, STOCKTON, CA, 100% OWNERSHIP, START DATE 1/1/2024, 40 HRS PER MONTH, 0 HRS DURING TRADING, ECOMMERCE BUSINESS TO SELL CLOTHES, TOYS, JEWELRY. PENMENSHIP DBA PENMENSHIP LUXURIES, INV RELATED, STOCKTON, CA, 100% OWNERSHIP, START: 1/31/24, 40 HRS PER MONTH, 0 HRS DURING TRADING, LEASE/SHORT TERM RENTAL;

Exams

• S66 Uniform Combined State Law Examination
  2026-03-14
• S63 Uniform Securities Agent State Law Examination
  2022-03-04

Other Names

• Daniel Gresham
• Daniel Raynell Gresham