Best Investors Account Sign in

Adrian Alberto Ortega

Wells Fargo Clearing Services, LLC

Mclean, VA

Leesburg, VA

Claim This Profile
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
VA RA APPROVED 2023-10-19
  • VA RA
    APPROVED
    Since 2023-10-19

Branch Locations

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States

30 Catoctin Cir Se Ste A, Leesburg, VA 20175 • 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 Clearing Services, Llc Great Falls VA 04/2023 Present
Wells Fargo Bank, Na Great Falls VA 04/2023 Present
Paychex Fairfax VA 06/2022 02/2023
Insight Merchant Solutions Fairfax VA 10/2021 05/2022
Wells Fargo Bank, N. A. Mclean VA 06/2015 09/2021
  • 04/2023 → Present
    Wells Fargo Clearing Services, Llc
    Great Falls, VA
  • 04/2023 → Present
    Wells Fargo Bank, Na
    Great Falls, VA
  • 06/2022 → 02/2023
    Paychex
    Fairfax, VA
  • 10/2021 → 05/2022
    Insight Merchant Solutions
    Fairfax, VA
  • 06/2015 → 09/2021
    Wells Fargo Bank, N. A.
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
S63 Uniform Securities Agent State Law Examination 2023-08-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19
  • S63 Uniform Securities Agent State Law Examination
    2023-08-23

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor