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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 2025-03-24
NY RA APPROVED 2024-07-19
  • TX RA
    APPROVED
    Since 2025-03-24
  • NY RA
    APPROVED
    Since 2024-07-19

Branch Locations

178 Woods Park Dr, Clinton, NY 13323 • 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 Clinton NY 04/2024 Present
Otsego Mutual Fire Insurance Company Burlington Flats NY 04/2019 04/2024
Stanley Black & Decker New Britain CT 07/2018 03/2019
Bentley University Waltham MA 08/2016 05/2018
Bella's Cafe And Bakery Clayton NY 05/2015 07/2018
Bentley University Waltham MA 08/2014 05/2018
Travelers Insurance Hartford CT 06/2017 08/2017
  • 04/2024 → Present
    Clinton, NY
  • 04/2019 → 04/2024
    Otsego Mutual Fire Insurance Company
    Burlington Flats, NY
  • 07/2018 → 03/2019
    Stanley Black & Decker
    New Britain, CT
  • 08/2016 → 05/2018
    Bentley University
    Waltham, MA
  • 05/2015 → 07/2018
    Bella's Cafe And Bakery
    Clayton, NY
  • 08/2014 → 05/2018
    Bentley University
    Waltham, MA
  • 06/2017 → 08/2017
    Travelers Insurance
    Hartford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-19
  • S66 Uniform Combined State Law Examination
    2024-07-19
Other Names
  • Terry Gras

View on SEC IAPD

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