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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 2026-01-28
FL RA APPROVED 2024-02-19
  • TX RA
    APPROVED
    Since 2026-01-28
  • FL RA
    APPROVED
    Since 2024-02-19

Branch Locations

1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States

1815 Lakewood Ranch Blvd, Bradenton, FL 34211 • 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 Miami Beach FL 01/2016 Present
Wells Fargo Clearing Services, Llc Miami Beach FL 04/2018 Present
Other Businesses

SYNCENTRICITY LLC, NOT INVT RELATED, CUTLER BAY, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 5/10/2019, 12 HRS PER MONTH, 0 HRS DURING TRADING TRINITY CARE MANAGEMENT SOLUTIONS, LLC, NOT INVT RELATED, HOMESTEAD, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 1/1/2022, 3 HRS PER MONTH, 0 HRS DURING TRADING, OVERSEE FINANCES FOR SPOUSES BUSINESS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-17
S63 Uniform Securities Agent State Law Examination 2018-08-13
  • S66 Uniform Combined State Law Examination
    2024-02-17
  • S63 Uniform Securities Agent State Law Examination
    2018-08-13
Other Names
  • Andrew Mantack

View on SEC IAPD

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