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Ian Eugene Sullivan

Wells Fargo Clearing Services, LLC

Medford, OR

Vancouver, WA

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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
OR RA APPROVED 2023-09-14
WA RA APPROVED 2023-09-14
  • OR RA
    APPROVED
    Since 2023-09-14
  • WA RA
    APPROVED
    Since 2023-09-14

Branch Locations

1320 E Mcandrews Rd, Medford, OR 97504 • United States

700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • 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 Medford OR 05/2023 Present
Wells Fargo Bank, Na Medford OR 11/2018 Present
Cinemark Medford OR 01/2014 01/2019
South Medford High School Medford OR 05/2013 06/2017
  • 05/2023 → Present
    Wells Fargo Clearing Services, Llc
    Medford, OR
  • 11/2018 → Present
    Wells Fargo Bank, Na
    Medford, OR
  • 01/2014 → 01/2019
    Cinemark
    Medford, OR
  • 05/2013 → 06/2017
    South Medford High School
    Medford, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2023-08-18
  • S65 Uniform Investment Adviser Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2023-08-18

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Medford, OR
D.A. DAVIDSON & CO. · MEDFORD, OR
LPL FINANCIAL LLC · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
EDWARD JONES · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
OREGON PACIFIC WEALTH MANAGEMENT · MEDFORD, OR
FIDELIS IM · MEDFORD, OR

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