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Akash Kamlesh Patel

Wells Fargo Clearing Services, LLC

Houston, TX

Cypress, TX

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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 2024-07-03
  • TX RA
    APPROVED
    Since 2024-07-03

Branch Locations

1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States

13150 Louetta Rd, Cypress, TX 77429 • 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
Wells Fargo Clearing Services, Llc Cypress TX 01/2024 Present
Wells Fargo Bank, Na Cypress TX 03/2022 Present
Wells Fargo Bank, Na Lubbock TX 06/2020 03/2022
Prem Supply, Llc Lubbock TX 08/2017 06/2020
Royal Liquor Houston TX 03/2016 07/2017
  • 01/2024 → Present
    Wells Fargo Clearing Services, Llc
    Cypress, TX
  • 03/2022 → Present
    Wells Fargo Bank, Na
    Cypress, TX
  • 06/2020 → 03/2022
    Wells Fargo Bank, Na
    Lubbock, TX
  • 08/2017 → 06/2020
    Prem Supply, Llc
    Lubbock, TX
  • 03/2016 → 07/2017
    Royal Liquor
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-03
S63 Uniform Securities Agent State Law Examination 2024-04-11
  • S65 Uniform Investment Adviser Law Examination
    2024-07-03
  • S63 Uniform Securities Agent State Law Examination
    2024-04-11
Other Names
  • Akash Patel

View on SEC IAPD

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