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Max Bashford

Wells Fargo Clearing Services, LLC

Jupiter, FL

Palm Beach, FL

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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 2026-05-01
FL RA APPROVED 2026-04-28
  • TX RA
    APPROVED
    Since 2026-05-01
  • FL RA
    APPROVED
    Since 2026-04-28

Branch Locations

1044 N Us Highway 1 Ste 101, Jupiter, FL 33477 • United States

255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • 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 Payson AZ 12/2023 07/2025
Jpmorgan Chase Bank, N.A. Payson AZ 12/2023 07/2025
Grand Canyon Education Phoenix AZ 09/2022 12/2022
Unemployed Tempe AZ 07/2021 09/2021
First National Bank Texas Tempe AZ 08/2023 12/2023
Unemployed Hatfield Heath 12/2013 07/2019
Unemployed Tempe AZ 06/2022 08/2022
Unemployed Tempe AZ 12/2022 08/2023
Unemployed Santa Rosa CA 07/2019 03/2020
Unemployed Hatfield Heath 03/2020 07/2021
Mesa Community College Mesa AZ 09/2021 05/2022
Wells Fargo Clearing Services, Llc Palm Beach FL 07/2025 Present
  • 12/2023 → 07/2025
    J.P. Morgan Securities Llc
    Payson, AZ
  • 12/2023 → 07/2025
    Jpmorgan Chase Bank, N.A.
    Payson, AZ
  • 09/2022 → 12/2022
    Grand Canyon Education
    Phoenix, AZ
  • 07/2021 → 09/2021
    Unemployed
    Tempe, AZ
  • 08/2023 → 12/2023
    First National Bank Texas
    Tempe, AZ
  • 12/2013 → 07/2019
    Unemployed
    Hatfield Heath
  • 06/2022 → 08/2022
    Unemployed
    Tempe, AZ
  • 12/2022 → 08/2023
    Unemployed
    Tempe, AZ
  • 07/2019 → 03/2020
    Unemployed
    Santa Rosa, CA
  • 03/2020 → 07/2021
    Unemployed
    Hatfield Heath
  • 09/2021 → 05/2022
    Mesa Community College
    Mesa, AZ
  • 07/2025 → Present
    Wells Fargo Clearing Services, Llc
    Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-27
S63 Uniform Securities Agent State Law Examination 2024-02-22
  • S66 Uniform Combined State Law Examination
    2026-04-27
  • S63 Uniform Securities Agent State Law Examination
    2024-02-22

View on SEC IAPD

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NOVEM GROUP
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

DANIEL DOYCE PAYNE
DENNIS PATRICK HARKIN
JOSHUA BRETT RUDOLPH
ERIN KATHERINE GIBBS-MATHEY
JASON WAYNE JOANIS
KIMBERLY LYNNE PIERCE
JACOB ANTHONY METRO
CHARLES JOHN DANIELS

Other Offices

SLATESTONE WEALTH LLC · JUPITER, FL
&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL

More in Jupiter, FL

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