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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 2024-10-17
  • TX RA
    APPROVED
    Since 2024-10-17

Branch Locations

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

2405 N Conway Ave, Mission, TX 78574 • 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 Mission TX 06/2024 Present
Wells Fargo Bank, Na Mission TX 09/2014 Present
Primo W And F Custom Trucks Llc Alamo TX 04/2018 Present
  • 06/2024 → Present
    Mission, TX
  • 09/2014 → Present
    Wells Fargo Bank, Na
    Mission, TX
  • 04/2018 → Present
    Primo W And F Custom Trucks Llc
    Alamo, TX
Other Businesses

Family business named PRIMO W&F Custom Trucks LLC ,not investment related, at this time the address we are using is 1731 cortez dr Alamo TX 78516 ,busienss started on 2018,I have 100 percent ownership but husband is in the manager position he is in charge of paiting and purchasing materials for the semi trucks ,he deals with customers all the time.I reviewed invoices at the end of the month usually spend about 5 hrs on the weekend.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-17
S63 Uniform Securities Agent State Law Examination 2024-09-21
  • S65 Uniform Investment Adviser Law Examination
    2024-10-17
  • S63 Uniform Securities Agent State Law Examination
    2024-09-21
Other Names
  • Erika V Perezcastillo

View on SEC IAPD

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