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Teresa Lynn Woolery

Wells Fargo Clearing Services, LLC

Columbia, MD

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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
MD RA APPROVED 2013-09-24
  • MD RA
    APPROVED
    Since 2013-09-24

Branch Locations

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • 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 Advisors, Llc Baltimore MD 01/2013 11/2016
Wells Fargo Clearing Services, Llc Baltimore MD 11/2016 Present
Previous Registrations
  • 2009-06-01 → 2013-02-08
    Morgan Stanley
    Hunt Valley, MD
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Hunt Valley, MD
  • 2006-10-02 → 2007-04-02
    Morgan Stanley Dw Inc.
    Lutherville, MD
    Ellicott Cty, MD
    Ellicott City, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-23
S63 Uniform Securities Agent State Law Examination 1991-02-04
  • S66 Uniform Combined State Law Examination
    2013-09-23
  • S63 Uniform Securities Agent State Law Examination
    1991-02-04
Other Names
  • Terry Lynn Holland
  • Terry Holland
  • Terry Lynn Woolery

View on SEC IAPD

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TRANSAMERICA FINANCIAL ADVISORS, LLC
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MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KEVIN MICHAEL LINK
CHRISTOPHER ANTHONY SCHIPSKE
CHRISTOPHER ANTHONY SADOWSKI
YA MENG
EMELIA ADUTWUMWAA SARBENG
ZHIYUAN ZHANG
Yan Zhang
NIANKE MA

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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