T Rodney Twells

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cleveland, OH
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
• 05/2023 → Present
  Daymark Wealth Partners
  Pepper Pike, OH

Previous Registrations

• 1999-05-18 → 2023-05-15
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
  Cleveland, OH
  Holmes Beach, FL

Other Businesses

1.POWER OF ATTORNEY FOR MOTHER-IN-LAW; INVT RELATED; HUNTING VALLEY, OH; START DATE 04/04/08; 1 HRS PER MONTH; 0 HRS DURING TRADING. 2.WHITFORD WOODS COMPANY; INVT RELATED; MIDDLEFIELD, OH; 2.5% OWNERSHIP; START DATE 8/4/2008; 10 HRS PER MONTH; 0 HRS DURING TRADING; OWNER OF PARCEL OF HUNTING GROUND. 3.FIELDSTONE FARM THERAPEUTIC RIDING CENTER; INVT RELATED; SOUTH RUSSELL, OH; INVESTMENT COMMITTEE MEMBER; START DATE 05/2023; 1 HR PER MONTH; 0 HR PER TRADING HRS; SIT ON INVESTMENT COMMITTEE. 4.BLUECOATS, INC.; INVT RELATED; PO BOX 22749 BEACHWOOD, OH 44122; NON-PROFIT WORK; MEMBER ON BOARD OF TRUSTEES AND CHAIR INVESTMENT COMMITTEE; START DATE 09/2025; 1HR PER MONTH; 1 HR PER TRADING HRS; PROVIDES ASSISTANCE (FINANCIAL AND OTHERWISE) TO FAMILIES OF SAFETY FORCE OFFICERS WHO FALL IN THE LINE OF DUTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-17
• S63 Uniform Securities Agent State Law Examination
  1997-08-07

Designations

Other Names

• Thomas Rodney Twells
• Rodney Twells
• Thomas Rodney Twells