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
SC RA APPROVED 2026-04-01
  • SC RA
    APPROVED
    Since 2026-04-01

Branch Locations

320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States

16 Broad St, Charleston, SC 29401 • United States

1320 Main St Ste 600, Columbia, SC 29201 • 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
Monkey Sports Norwood MA 05/2018 08/2018
Unemployed Dedham MA 06/2014 04/2018
Unemployed Dedham MA 09/2018 04/2019
Weston Golf Club Weston MA 05/2019 08/2019
Unemployed Dedham MA 09/2019 11/2019
Jim Roche Community Arena West Roxbury MA 12/2019 03/2020
Beers And Lanes Landscaping Dedham MA 04/2020 07/2025
Dunkin Wakefield RI 02/2023 03/2023
Luxe Fitness Clubs Wakefield/Westerly RI 09/2023 05/2024
Fidelity Investments Smithfield RI 05/2024 01/2025
New York Life Insurance Company Waltham MA 01/2025 02/2025
Nylife Securities Llc Waltham MA 01/2025 02/2025
Wells Fargo Bank, Na Charleston SC 03/2026 Present
Wells Fargo Clearing Services, Llc Charleston SC 03/2026 Present
Southwood Realty Charleston SC 08/2025 02/2026
  • 05/2018 → 08/2018
    Monkey Sports
    Norwood, MA
  • 06/2014 → 04/2018
    Unemployed
    Dedham, MA
  • 09/2018 → 04/2019
    Unemployed
    Dedham, MA
  • 05/2019 → 08/2019
    Weston Golf Club
    Weston, MA
  • 09/2019 → 11/2019
    Unemployed
    Dedham, MA
  • 12/2019 → 03/2020
    Jim Roche Community Arena
    West Roxbury, MA
  • 04/2020 → 07/2025
    Beers And Lanes Landscaping
    Dedham, MA
  • 02/2023 → 03/2023
    Dunkin
    Wakefield, RI
  • 09/2023 → 05/2024
    Luxe Fitness Clubs
    Wakefield/Westerly, RI
  • 05/2024 → 01/2025
    Fidelity Investments
    Smithfield, RI
  • 01/2025 → 02/2025
    New York Life Insurance Company
    Waltham, MA
  • 01/2025 → 02/2025
    Nylife Securities Llc
    Waltham, MA
  • 03/2026 → Present
    Wells Fargo Bank, Na
    Charleston, SC
  • 03/2026 → Present
    Charleston, SC
  • 08/2025 → 02/2026
    Southwood Realty
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
S63 Uniform Securities Agent State Law Examination 2024-08-27
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
  • S63 Uniform Securities Agent State Law Examination
    2024-08-27
Other Names
  • Jack Roslonek

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charleston, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor