Best Investors Account Sign in
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 2021-02-05
  • PA RA
    APPROVED
    Since 2021-02-05

Branch Locations

499 S Oxford Valley Rd, Fairless Hills, PA 19030 • United States

100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States

1420 E Lincoln Hwy, Langhorne, PA 19047 • 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 Levittown PA 09/2014 Present
Wells Fargo Clearing Services,Llc Levittown PA 01/2018 Present
  • 09/2014 → Present
    Wells Fargo Bank, Na
    Levittown, PA
  • 01/2018 → Present
    Wells Fargo Clearing Services,Llc
    Levittown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
S63 Uniform Securities Agent State Law Examination 2018-04-12
  • S66 Uniform Combined State Law Examination
    2021-02-05
  • S63 Uniform Securities Agent State Law Examination
    2018-04-12

View on SEC IAPD

More in Fairless Hills, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor