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
NY RA APPROVED 2026-05-01
TX RA APPROVED 2026-05-01
  • NY RA
    APPROVED
    Since 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

767 5Th Ave Fl 33, 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
Morgan Stanley New York NY 02/2025 05/2026
Morgan Stanley New York NY 07/2024 08/2024
Coconut Grove Sailing Club Miami FL 02/2022 07/2022
Huguenot Yacht Club New Rochelle NY 05/2017 09/2021
Morgan Stanley New York NY 07/2023 08/2023
University Of Miami Miami FL 01/2021 12/2024
Peacock Garden Miami FL 05/2022 08/2022
Billy And Pete's Social Larchmont NY 11/2020 01/2021
Bango Bowls Scarsdale NY 05/2018 09/2018
Bango Bowls Larchmont NY 11/2020 01/2021
New Rochelle High School New Rochelle NY 09/2016 06/2020
Wells Fargo Clearing Services, Llc New York NY 05/2026 Present
  • 02/2025 → 05/2026
    New York, NY
  • 07/2024 → 08/2024
    New York, NY
  • 02/2022 → 07/2022
    Coconut Grove Sailing Club
    Miami, FL
  • 05/2017 → 09/2021
    Huguenot Yacht Club
    New Rochelle, NY
  • 07/2023 → 08/2023
    New York, NY
  • 01/2021 → 12/2024
    University Of Miami
    Miami, FL
  • 05/2022 → 08/2022
    Peacock Garden
    Miami, FL
  • 11/2020 → 01/2021
    Billy And Pete's Social
    Larchmont, NY
  • 05/2018 → 09/2018
    Bango Bowls
    Scarsdale, NY
  • 11/2020 → 01/2021
    Bango Bowls
    Larchmont, NY
  • 09/2016 → 06/2020
    New Rochelle High School
    New Rochelle, NY
  • 05/2026 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-10
  • S66 Uniform Combined State Law Examination
    2026-02-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor