Best Investors Account Sign in

Xavier Martinez

Wells Fargo Clearing Services, LLC

Short Hills, NJ

New York, NY

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
NJ RA APPROVED 2023-12-20
TX RA APPROVED 2023-12-20
  • NJ RA
    APPROVED
    Since 2023-12-20
  • TX RA
    APPROVED
    Since 2023-12-20

Branch Locations

51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States

767 5Th Ave 33Rd Fl [Y2-Rbo], New York, NY 10153 • 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 Short Hills NJ 03/2021 Present
J Kelly And Associates Jacksonville FL 03/2021 04/2023
Fossil Group Richardson TX 10/2011 08/2020
Unemployment New York NY 08/2020 03/2021
  • 03/2021 → Present
    Wells Fargo Clearing Services, Llc
    Short Hills, NJ
  • 03/2021 → 04/2023
    J Kelly And Associates
    Jacksonville, FL
  • 10/2011 → 08/2020
    Fossil Group
    Richardson, TX
  • 08/2020 → 03/2021
    Unemployment
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-19
  • S66 Uniform Combined State Law Examination
    2023-12-19

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RIDGEWOOD INVESTMENTS
J.P. MORGAN SECURITIES LLC
DORCHESTER ADVISORS LLC
ESTEE ADVISORS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UNITED SUCCESS WEALTH MANAGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC

Other Investors

DAVID SETH LEIBOWITZ
VALERIE RUBIO LEMMON
TERRANCE PATRICK MCGUIRE
KAUSHAL BHUPENDRA MAJMUDAR
Kevin R Walker
Renee OConnor
John Varghese Cholankeril
DUSHYANT PANDIT

Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ
RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ
J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ
DORCHESTER ADVISORS LLC · SHORT HILLS, NJ
ESTEE ADVISORS LLC · SHORT HILLS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SHORT HILLS, NJ
UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ
TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ

More in Short Hills, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor