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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
MD RA APPROVED 2026-05-25
  • MD RA
    APPROVED
    Since 2026-05-25

Branch Locations

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States

8210 Gateway Overlook Dr, Elkridge, MD 21075 • 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 Elkridge MD 11/2023 03/2025
Jp Morgan Chase Bank, N.A. Elkridge MD 11/2023 03/2025
Pnc Bank Potomoac MD 05/2023 11/2023
Fidelity Direct Mortgage, Llc Gaithersburg MD 12/2021 05/2023
Fidelity Direct Mortgage, Llc Gaithersburg MD 01/2019 12/2021
Emg Wireless Olney MD 07/2019 07/2019
Northwest High School Germantown MD 08/2015 06/2019
Wells Fargo Clearing Services, Llc Elkridge MD 03/2026 Present
Wells Fargo Bank, Na Elkridge MD 03/2026 Present
Fidelity Direct Mortgage, Llc Gaithersburg MD 04/2025 03/2026
  • 11/2023 → 03/2025
    J.P. Morgan Securities Llc
    Elkridge, MD
  • 11/2023 → 03/2025
    Jp Morgan Chase Bank, N.A.
    Elkridge, MD
  • 05/2023 → 11/2023
    Pnc Bank
    Potomoac, MD
  • 12/2021 → 05/2023
    Fidelity Direct Mortgage, Llc
    Gaithersburg, MD
  • 01/2019 → 12/2021
    Fidelity Direct Mortgage, Llc
    Gaithersburg, MD
  • 07/2019 → 07/2019
    Emg Wireless
    Olney, MD
  • 08/2015 → 06/2019
    Northwest High School
    Germantown, MD
  • 03/2026 → Present
    Elkridge, MD
  • 03/2026 → Present
    Wells Fargo Bank, Na
    Elkridge, MD
  • 04/2025 → 03/2026
    Fidelity Direct Mortgage, Llc
    Gaithersburg, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-23
S63 Uniform Securities Agent State Law Examination 2024-02-21
  • S65 Uniform Investment Adviser Law Examination
    2026-05-23
  • S63 Uniform Securities Agent State Law Examination
    2024-02-21

View on SEC IAPD

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