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Ilene Epstein

Wells Fargo Clearing Services, LLC

Garden City, NY

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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
NY RA APPROVED 2024-06-12
  • NY RA
    APPROVED
    Since 2024-06-12

Branch Locations

1010 Franklin Ave Ste 400, Garden City, NY 11530 • 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 Melville NY 03/2014 09/2016
Jp Morgan Securities, Llc Mineola NY 09/2017 06/2024
Unemployed Hewlett NY 09/2016 09/2017
Wells Fargo Clearing Services, Llc Melville NY 06/2024 Present
Previous Registrations
  • 2017-10-24 → 2024-06-03
    J.P. Morgan Securities Llc
    Mineola, NY
    Rockville Centre, NY
    North Bellmore, NY
    Bellmore, NY
    Valley Stream, NY
    Rockville Centre, NY
    Oceanside, NY
    Long Beach, NY
    Lawrence, NY
    Merrick, NY
    Valley Stream, NY
    Far Rockaway, NY
    Rockaway Park, NY
    Cedarhurst, NY
    Elmont, NY
    Valley Stream, NY
    Valley Stream, NY
    Hewlett, NY
    Freeport, NY
    Freeport, NY
    Long Beach, NY
    Baldwin, NY
    East Rockaway, NY
    Baldwin, NY
    Arverne, NY
    Valley Stream, NY
    Hewlett, NY
    Franklin Square, NY
    Merrick, NY
    Rockville Center, NY
    East Meadow, NY
    Baldwin, NY
    Malverne, NY
    North Massapequa, NY
    Seaford, NY
    Wantagh, NY
    Massapequa, NY
    North Bellmore, NY
    Massapequa, NY
    East Meadow, NY
    Merrick, NY
    Bellmore, NY
    Rockville Centre, NY
    Rockville Centre, NY
    East Meadow, NY
    Levittown, NY
    Bethpage, NY
    Levittown, NY
  • 2014-04-17 → 2016-09-09
    Morgan Stanley
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-18
S63 Uniform Securities Agent State Law Examination 1986-02-11
  • S66 Uniform Combined State Law Examination
    2017-10-18
  • S63 Uniform Securities Agent State Law Examination
    1986-02-11
Other Names
  • Ilene Debra Wein
  • Ilene Epstein
  • Ilene Debra Epstein

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

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