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Peter Bret Lendrum

Wells Fargo Clearing Services, LLC

Winter Park, FL

Ormond Beach, FL

Jacksonville, FL

CRD 3234729

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

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_RES 2026-08-03
FL RA APPROVED 2022-03-10
  • TX RA
    APPROVED_RES
    Since 2026-08-03
  • FL RA
    APPROVED
    Since 2022-03-10

Branch Locations

480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States

400 W Granada Blvd, Ormond Beach, FL 32174 • United States

1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • 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
Edward Jones St Louis MO 03/2017 07/2017
Unemployed Roseville CA 12/2016 02/2017
Wells Fargo Clearing Services Llc Jacksonville FL 07/2017 Present
Bank Of America Roseville CA 05/2004 11/2016
  • 03/2017 → 07/2017
    Edward Jones
    St Louis, MO
  • 12/2016 → 02/2017
    Unemployed
    Roseville, CA
  • 07/2017 → Present
    Wells Fargo Clearing Services Llc
    Jacksonville, FL
  • 05/2004 → 11/2016
    Bank Of America
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-01
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S66 Uniform Combined State Law Examination
    2017-07-01
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Other Names
  • Peter Bret Lendrum
  • Peter Lendrum

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig

Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

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