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Charrie Dennard

Wells Fargo Clearing Services, LLC

Duluth, GA

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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
GA RA APPROVED 2025-12-04
TX RA APPROVED 2025-12-02
  • GA RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • 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
J.P. Morgan Securities Llc Atlanta GA 08/2023 12/2024
Jpmorgan Chase Bank, N.A. Atlanta GA 08/2023 12/2024
Bank Of America Bonita Springs FL 12/2021 08/2023
Fifth Third Bank Fort Myer FL 11/2020 08/2021
Pro Custom Solar Llc Fort Myer FL 05/2020 07/2021
Victoria's Secret Stores, Llc Fort Myers FL 07/2015 01/2020
Downtown Public House Llc Fort Myers FL 09/2019 10/2019
Alorica, Inc Huntsville AL 01/2018 02/2018
Academy Sports + Outdoors Ltd Huntsville FL 11/2017 12/2017
Unemployed Fort Myers FL 09/2021 11/2021
Morgan Stanley Alpharetta GA 12/2024 04/2025
J.P. Morgan Securities Llc Atlanta GA 04/2025 12/2025
Jpmorgan Chase Bank, N.A. Atlanta GA 04/2025 12/2025
Lee County School District Fort Myers FL 02/2019 04/2020
Wells Fargo Clearing Services, Llc Duluth GA 12/2025 Present
  • 08/2023 → 12/2024
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 08/2023 → 12/2024
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 12/2021 → 08/2023
    Bank Of America
    Bonita Springs, FL
  • 11/2020 → 08/2021
    Fifth Third Bank
    Fort Myer, FL
  • 05/2020 → 07/2021
    Pro Custom Solar Llc
    Fort Myer, FL
  • 07/2015 → 01/2020
    Victoria's Secret Stores, Llc
    Fort Myers, FL
  • 09/2019 → 10/2019
    Downtown Public House Llc
    Fort Myers, FL
  • 01/2018 → 02/2018
    Alorica, Inc
    Huntsville, AL
  • 11/2017 → 12/2017
    Academy Sports + Outdoors Ltd
    Huntsville, FL
  • 09/2021 → 11/2021
    Unemployed
    Fort Myers, FL
  • 12/2024 → 04/2025
    Morgan Stanley
    Alpharetta, GA
  • 04/2025 → 12/2025
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 04/2025 → 12/2025
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 02/2019 → 04/2020
    Lee County School District
    Fort Myers, FL
  • 12/2025 → Present
    Wells Fargo Clearing Services, Llc
    Duluth, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-16
S63 Uniform Securities Agent State Law Examination 2024-02-15
  • S65 Uniform Investment Adviser Law Examination
    2025-07-16
  • S63 Uniform Securities Agent State Law Examination
    2024-02-15
Other Names
  • Charrie D Dennard

View on SEC IAPD

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LIFEWATER WEALTH MANAGEMENT · DULUTH, GA
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