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MA

Michael D. Anderson

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CRD#: 3228828
MA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael David Anderson, who also goes by Michael D Anderson, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2000. Michael had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael D Anderson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 4, 2011 - March 2, 2015

WELLS FARGO INSTITUTIONAL SECURITIES, LLC

BD
CRD#: 5958
MINNEAPOLIS, MN
Past

January 11, 2011 - June 20, 2016

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
MINNEAPOLIS, MN
Past

August 4, 2008 - August 11, 2009

GENESIS GLOBAL TRADING, INC

BD
CRD#: 136962
NEW YORK, NY
Past

April 24, 2006 - November 30, 2006

STONE & YOUNGBERG LLC

BD
CRD#: 795
NEW YORK, NY
Past

November 14, 2000 - May 4, 2006

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/13/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WF
WELLS FARGO INSTITUTIONAL SECURITIES, LLC
EASTDIL EQUITIES, INC. | WELLS FARGO SECURITIES | WELLS FARGO INSTITUTIONAL SECURITIES, LLC

CRD#: 5958 / SEC#: , 8-16600

BD
Terminated by SEC on 05/29/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/28/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WELLS FARGO GAMING CAPITAL, LLC.PARENT
ALTAMURA, VINCENTSECRETARY5794473
DEROCHI, JENNIFER ANNECHIEF COMPLIANCE OFFICER2072858
HIGHUM, JON ALANPRESIDENT1848219
MULLINS, TIMOTHY PAULDIRECTOR1591930
NIEDFELDT, JOAN CAROLECHIEF FINANCIAL OFFICER724703
PRIMAVERA, TODD GERALDCHIEF OPERATIONS OFFICER2416001
WEISS, JONATHAN GEOFFREYDIRECTOR2362764

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WELLS FARGO INSTITUTIONAL SECURITIES, LLC

CRD#: 5958

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