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Joseph Oliver Bear

Wells Fargo Clearing Services, LLC

Frisco, TX

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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 2024-09-17
  • TX RA
    APPROVED
    Since 2024-09-17

Branch Locations

17 Cowboys Way Ste 500, Frisco, TX 75034 • 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 Dallas TX 07/2024 Present
Wells Fargo Bank, Na Dallas TX 07/2024 Present
Wells Fargo Dallas TX 06/2023 08/2023
Servisfirst Bank Birmingham AL 05/2022 07/2022
Dune Allen Realty Santa Rosa Beach FL 06/2021 07/2021
The Montgomery Academy Montgomery AL 08/2016 05/2020
The University Of Alabama Tuscaloosa AL 08/2020 05/2024
  • 07/2024 → Present
    Wells Fargo Clearing Services, Llc
    Dallas, TX
  • 07/2024 → Present
    Wells Fargo Bank, Na
    Dallas, TX
  • 06/2023 → 08/2023
    Wells Fargo
    Dallas, TX
  • 05/2022 → 07/2022
    Servisfirst Bank
    Birmingham, AL
  • 06/2021 → 07/2021
    Dune Allen Realty
    Santa Rosa Beach, FL
  • 08/2016 → 05/2020
    The Montgomery Academy
    Montgomery, AL
  • 08/2020 → 05/2024
    The University Of Alabama
    Tuscaloosa, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-16
S63 Uniform Securities Agent State Law Examination 2024-08-22
  • S65 Uniform Investment Adviser Law Examination
    2024-09-16
  • S63 Uniform Securities Agent State Law Examination
    2024-08-22
Other Names
  • Joseph O Bear
  • Oliver Bear

View on SEC IAPD

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RAOUL P SHROFF
CHRISTOPHER KEITH HUGGINS

Other Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX
WAYMAKER PARTNERS, LLC · FRISCO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX
RBC CAPITAL MARKETS, LLC · Frisco, TX
CG ADVISORY SERVICES · Frisco, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX

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