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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
AZ RA APPROVED 2025-06-23
  • AZ RA
    APPROVED
    Since 2025-06-23

Branch Locations

8601 N Scottsdale Rd Ste 150 [Sf-Rbo], Scottsdale, AZ 85253 • United States

5815 N 19Th Ave, Phoenix, AZ 85015 • United States

5120 S Lakeshore Dr, Tempe, AZ 85282 • United States

1333 S Alma School Rd, Mesa, AZ 85210 • 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
Morgan Stanley Gilbert AZ 08/2024 05/2025
American Income Life Insurance Waco TX 05/2023 08/2023
Doane University Writing Center Crete NE 08/2019 12/2021
Jindra Irrigation Crete NE 05/2019 08/2019
Nebraska Parks And Rec Lincoln NE 05/2018 08/2018
Subway Waverly NE 03/2017 11/2017
Unemployed (High School) Waverly NE 10/2014 03/2017
Unemployed (High School) Waverly NE 11/2017 05/2018
Unemployed (College) Crete NE 08/2018 05/2019
Unemployed (College) Phoenix AZ 12/2021 05/2023
Unemployed (College) Phoenix AZ 08/2023 08/2024
Wells Fargo Clearing Services, Llc Scottsdale AZ 05/2025 Present
  • 08/2024 → 05/2025
    Morgan Stanley
    Gilbert, AZ
  • 05/2023 → 08/2023
    American Income Life Insurance
    Waco, TX
  • 08/2019 → 12/2021
    Doane University Writing Center
    Crete, NE
  • 05/2019 → 08/2019
    Jindra Irrigation
    Crete, NE
  • 05/2018 → 08/2018
    Nebraska Parks And Rec
    Lincoln, NE
  • 03/2017 → 11/2017
    Subway
    Waverly, NE
  • 10/2014 → 03/2017
    Unemployed (High School)
    Waverly, NE
  • 11/2017 → 05/2018
    Unemployed (High School)
    Waverly, NE
  • 08/2018 → 05/2019
    Unemployed (College)
    Crete, NE
  • 12/2021 → 05/2023
    Unemployed (College)
    Phoenix, AZ
  • 08/2023 → 08/2024
    Unemployed (College)
    Phoenix, AZ
  • 05/2025 → Present
    Scottsdale, AZ
Other Businesses

CRISMOND HIGH SCHOOL ; NOT INV RELATED; QUEEN CREEK,AZ; HIGH SCHOOL TRACK AND FIELD; ASSISTANT COACH; START DATE: 01/01/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-21
S63 Uniform Securities Agent State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2025-06-21
  • S63 Uniform Securities Agent State Law Examination
    2024-12-02

View on SEC IAPD

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