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Andrew Minard

Wells Fargo Clearing Services, LLC

Princeton, NJ

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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
TX RA APPROVED 2025-02-20
NJ RA APPROVED 2025-01-08
  • TX RA
    APPROVED
    Since 2025-02-20
  • NJ RA
    APPROVED
    Since 2025-01-08

Branch Locations

302 Carnegie Center 2Nd Fl [Pc-Rbo], Princeton, NJ 08540 • 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
Charles Schwab & Co., Inc. Wayne PA 08/2023 01/2025
Evermore Global Advisors Summit NJ 08/2022 08/2022
Brookline Capital Markets New York City NY 05/2022 07/2022
Capitals Circle Group Berlin 02/2022 04/2022
Gettysurg College Gettysburg PA 09/2019 05/2023
Unemployed Skillman NJ 12/2013 08/2019
Charles Schwab Bank, Ssb Wayne PA 11/2023 01/2025
Wells Fargo Clearing Services, Llc ( Princeton NJ 01/2025 Present
  • 08/2023 → 01/2025
    Charles Schwab & Co., Inc.
    Wayne, PA
  • 08/2022 → 08/2022
    Evermore Global Advisors
    Summit, NJ
  • 05/2022 → 07/2022
    Brookline Capital Markets
    New York City, NY
  • 02/2022 → 04/2022
    Capitals Circle Group
    Berlin
  • 09/2019 → 05/2023
    Gettysurg College
    Gettysburg, PA
  • 12/2013 → 08/2019
    Unemployed
    Skillman, NJ
  • 11/2023 → 01/2025
    Charles Schwab Bank, Ssb
    Wayne, PA
  • 01/2025 → Present
    Wells Fargo Clearing Services, Llc (
    Princeton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
  • S66 Uniform Combined State Law Examination
    2024-04-18

View on SEC IAPD

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Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ

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