Jeffrey G Kanterman

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-21
NY	RA	APPROVED	2023-10-11

TX RA
APPROVED

Since 2023-11-21
NY RA
APPROVED

Since 2023-10-11

Branch Locations

68 S Service Rd Ste 200, Melville, NY 11747 • 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

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Melville	NY	07/2023	Present
Jericho Taxi Brokers, Inc	Long Island City	NY	12/1996	06/2023
Jtl Management, Inc.	Long Island City	NY	12/1996	06/2023
Solid Insurance Brokerage, Inc.	Long Island City	NY	12/1996	06/2023

07/2023 → Present

Wells Fargo Clearing Services, Llc

Melville, NY
12/1996 → 06/2023

Jericho Taxi Brokers, Inc

Long Island City, NY
12/1996 → 06/2023

Jtl Management, Inc.

Long Island City, NY
12/1996 → 06/2023

Solid Insurance Brokerage, Inc.

Long Island City, NY

Other Businesses

Phoenix Bros. Management, Inc. This is a NON investment related business 39 Saratoga Drive, Jericho, NY 11753 This business operates 17 NYC Medallion Taxicabs that are owned by my brother Gary Kanterman and myself. I am a Corporate Officer of Phoenix Bros Management I am a 50% owner of Phoenix Bros Management Phoenix Bros Management was established in June, 2023 4-5 hours per month 0 hours during securities trading hours My brother runs the day-to-day operations of Phoenix Bros Management. I meet with him for approximately 1 hour each weekend to discuss the operations of the business,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-11

S66 Uniform Combined State Law Examination

2023-10-11