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Quinn Alexander Burkhalter

Wells Fargo Clearing Services, LLC

Charlotte, NC

Charlotte, NC

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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
NC RA APPROVED 2023-09-26
  • NC RA
    APPROVED
    Since 2023-09-26

Branch Locations

200 S Sharon Amity Rd, Charlotte, NC 28211 • United States

550 S Tryon St 44Th & 45Th Fls, 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 Clearing Services, Llc Charlotte NC 06/2023 Present
Wells Fargo Bank, Na Charlotte NC 07/2019 Present
Lowes Charlotte NC 05/2017 07/2019
Dicks Sporting Goods Matthews NC 06/2016 06/2017
  • 06/2023 → Present
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
  • 07/2019 → Present
    Wells Fargo Bank, Na
    Charlotte, NC
  • 05/2017 → 07/2019
    Lowes
    Charlotte, NC
  • 06/2016 → 06/2017
    Dicks Sporting Goods
    Matthews, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-26
S63 Uniform Securities Agent State Law Examination 2023-09-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-26
  • S63 Uniform Securities Agent State Law Examination
    2023-09-01

View on SEC IAPD

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