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Alexis K Quen

Wells Fargo Investment Institute, Inc.

Charlotte, NC

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Current Employers
Wells Fargo Investment Institute, Inc.

550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-17
  • NC RA
    APPROVED
    Since 2025-12-17

Branch Locations

550 S Tryon St, Charlotte, NC 28202 • 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 Investment Institute, Inc. Charlotte NC 11/2025 Present
Wells Fargo Charlotte NC 07/2024 11/2025
Voodoo Donuts Tempe AZ 09/2023 05/2024
Wells Fargo St.LOuis MO 06/2023 08/2023
Arizona State University Tempe AZ 11/2022 05/2023
Pinnacle Business Solutions Scottsdale AZ 02/2022 10/2022
Starbucks Scottsdale AZ 01/2021 08/2021
Starbucks Tempe AZ 08/2021 12/2021
Arizona State University Tempe AZ 08/2020 12/2020
Milk And Honey Cafe And Espresso Bar Scottsdale AZ 01/2018 07/2020
Scottsdale Burger Bar Scottsdale AZ 03/2018 07/2020
Pita Cafe Scottsdale AZ 06/2019 07/2020
Happy Bowls Scottsdale AZ 07/2017 11/2017
Unemployed Scottsdale AZ 11/2015 07/2017
B'nAi Brith Camp Otis OR 06/2019 07/2019
  • 11/2025 → Present
    Wells Fargo Investment Institute, Inc.
    Charlotte, NC
  • 07/2024 → 11/2025
    Wells Fargo
    Charlotte, NC
  • 09/2023 → 05/2024
    Voodoo Donuts
    Tempe, AZ
  • 06/2023 → 08/2023
    Wells Fargo
    St.LOuis, MO
  • 11/2022 → 05/2023
    Arizona State University
    Tempe, AZ
  • 02/2022 → 10/2022
    Pinnacle Business Solutions
    Scottsdale, AZ
  • 01/2021 → 08/2021
    Starbucks
    Scottsdale, AZ
  • 08/2021 → 12/2021
    Starbucks
    Tempe, AZ
  • 08/2020 → 12/2020
    Arizona State University
    Tempe, AZ
  • 01/2018 → 07/2020
    Milk And Honey Cafe And Espresso Bar
    Scottsdale, AZ
  • 03/2018 → 07/2020
    Scottsdale Burger Bar
    Scottsdale, AZ
  • 06/2019 → 07/2020
    Pita Cafe
    Scottsdale, AZ
  • 07/2017 → 11/2017
    Happy Bowls
    Scottsdale, AZ
  • 11/2015 → 07/2017
    Unemployed
    Scottsdale, AZ
  • 06/2019 → 07/2019
    B'nAi Brith Camp
    Otis, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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