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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
NE RA APPROVED 2026-04-27
  • NE RA
    APPROVED
    Since 2026-04-27

Branch Locations

8450 S 71St Plz, Papillion, NE 68133 • United States

13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • 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 Omaha NE 10/2023 01/2026
Jpmorgan Chase Bank, N.A. Omaha NE 10/2023 01/2026
Colorburst Omaha NE 07/2023 10/2023
Triage Omaha NE 11/2022 07/2023
Wells Fargo Bank Omaha NE 12/2014 11/2022
Wells Fargo Clearing Services, Llc Papillion NE 01/2026 Present
Wells Fargo Bank, Na Papillion NE 01/2026 Present
  • 10/2023 → 01/2026
    J.P. Morgan Securities Llc
    Omaha, NE
  • 10/2023 → 01/2026
    Jpmorgan Chase Bank, N.A.
    Omaha, NE
  • 07/2023 → 10/2023
    Colorburst
    Omaha, NE
  • 11/2022 → 07/2023
    Triage
    Omaha, NE
  • 12/2014 → 11/2022
    Wells Fargo Bank
    Omaha, NE
  • 01/2026 → Present
    Papillion, NE
  • 01/2026 → Present
    Wells Fargo Bank, Na
    Papillion, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-24
S63 Uniform Securities Agent State Law Examination 2024-01-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-24
  • S63 Uniform Securities Agent State Law Examination
    2024-01-04

View on SEC IAPD

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