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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
CO RA APPROVED 2025-05-16
  • CO RA
    APPROVED
    Since 2025-05-16

Branch Locations

1701 N Lincoln St Suite 100, Denver, CO 80203 • United States

5613 Dtc Parkway 9Th Fl [Mb-Rbo], Greenwood Village, CO 80111 • 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
The Home Depot Boise ID 05/2021 09/2021
U-Haul Phoenix AZ 05/2022 08/2023
University Of Denver Advanceme Denver CO 08/2023 05/2024
Precom Meridian ID 05/2020 08/2020
Automated Maintenance Service Boise ID 06/2019 09/2019
Regal Edwards Boise Boise ID 04/2018 02/2019
Trolley House Boise ID 04/2019 03/2020
Full Time Education Boise ID 01/2014 05/2020
Full Time Education Boise ID 05/2020 08/2021
Full Time Education Denver CO 09/2021 06/2024
Charles Schwab & Co., Inc. Lone Tree CO 01/2024 02/2025
Wells Fargo Clearing Services, Llc Greenwood Village CO 02/2025 Present
  • 05/2021 → 09/2021
    The Home Depot
    Boise, ID
  • 05/2022 → 08/2023
    U-Haul
    Phoenix, AZ
  • 08/2023 → 05/2024
    University Of Denver Advanceme
    Denver, CO
  • 05/2020 → 08/2020
    Precom
    Meridian, ID
  • 06/2019 → 09/2019
    Automated Maintenance Service
    Boise, ID
  • 04/2018 → 02/2019
    Regal Edwards Boise
    Boise, ID
  • 04/2019 → 03/2020
    Trolley House
    Boise, ID
  • 01/2014 → 05/2020
    Full Time Education
    Boise, ID
  • 05/2020 → 08/2021
    Full Time Education
    Boise, ID
  • 09/2021 → 06/2024
    Full Time Education
    Denver, CO
  • 01/2024 → 02/2025
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 02/2025 → Present
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-10-23

View on SEC IAPD

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