Debra Lynn Costanzo Cline

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-06

TX RA
APPROVED_RES

Since 2026-01-06

Branch Locations

7000 Lincoln Dr E Ste 301, Marlton, NJ 08053 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Mt. Laurel	NJ	01/2009	11/2017
Morgan Stanley	Vineland	NJ	11/2017	04/2023
Stifel, Nicolaus & Company, Incorporated	Haddonfield	NJ	04/2023	09/2025
Wells Fargo Clearing Services, Llc.	Marlton	NJ	09/2025	Present

01/2009 → 11/2017

Ubs Financial Services Inc

Mt. Laurel, NJ
11/2017 → 04/2023

Morgan Stanley

Vineland, NJ
04/2023 → 09/2025

Stifel, Nicolaus & Company, Incorporated

Haddonfield, NJ
09/2025 → Present

Wells Fargo Clearing Services, Llc.

Marlton, NJ

Other Businesses

1. LBRI Pure and Natural; Mukwongo, WI 53149; Skin care and beauty product manufacturer and distributors; Independent Consultant; 02/01/2021; 10 Hours per Quarter; Not during securities trading hours; Not investment-related. 2. State of NJ - Dept of Treasury - Notary Department; PO Box 452, Trenton, NJ 08646; Notary; 04/18/2018; 1 Hour per Quarter; During securities trading hours; Investment-related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-09-23

S63 Uniform Securities Agent State Law Examination

2006-09-23

Other Names

Debra Lynne Costanzo
Debra Lynne Powell
Debra Lynne Powell
Debra Lynne Costanzo
Debra Lynne Costanzo
Debra Lynne Defeo
Debra L. Costanzo
Debra L. Costanzo-Cline
Debra Lynn Costanzo-Cline

View on SEC IAPD