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Kimberly Wheeler Goodman

Wells Fargo Clearing Services, LLC

Tarpon Springs, FL

Radnor, PA

Philadelphia, PA

Woolwich Township, NJ

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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
NJ RA APPROVED 2026-08-04
PA RA APPROVED 2026-07-28
TX RA APPROVED_RES 2026-07-24
  • NJ RA
    APPROVED
    Since 2026-08-04
  • PA RA
    APPROVED
    Since 2026-07-28
  • TX RA
    APPROVED_RES
    Since 2026-07-24

Branch Locations

101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States

150 N Radnor-Chester Rd Ste A100, Radnor, PA 19087 • United States

100 N 18Th St 22Nd Fl [Wealth Mgmt], Philadelphia, PA 19103 • United States

Woolwich Township, NJ • 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 Wilmington DE 03/2016 11/2016
Wells Fargo Bank Wilmington DE 03/2016 Present
Wells Fargo Clearing Services, Llc Wilmington DE 11/2016 Present
  • 03/2016 → 11/2016
    Wells Fargo Advisors
    Wilmington, DE
  • 03/2016 → Present
    Wells Fargo Bank
    Wilmington, DE
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Wilmington, DE
Previous Registrations
Other Businesses

POWER OF ATTORNEY FOR CHILD, INV RELATED, WOOLWICH, NJ, START: 3/10/2020, 1 HR/MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-28
S63 Uniform Securities Agent State Law Examination 1999-06-30
  • S66 Uniform Combined State Law Examination
    2014-08-28
  • S63 Uniform Securities Agent State Law Examination
    1999-06-30
Other Names
  • Kimberly Wheeler
  • Kimberly Nicole Wheeler

View on SEC IAPD

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