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Detailed Report
WILSON DANIEL BEAN
CRD#: 2063643
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 1504 EUREKA RD
STE 300
ROSEVILLE, CA 95661
Registration History
199019952000200520102015202020252 FIRMS2003 - Present (21 years)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1994 - 2003 (8 years)BSMITH BARNEY INC. (CRD# 7059)1993 - 1994 (1 year)BLEHMAN BROTHERS INC. (CRD# 7506)1992 - 1993 (1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1990 - 1992 (1 year)IAPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1997 - 2003 (6 years)
License(s)

State Registrations

B
Arizona 7/1/2003
B
Montana 11/19/2021
B
California 7/1/2003
B
Nevada 5/26/2009
IA
California 7/1/2003
B
New Jersey 4/18/2017
B
Colorado 11/20/2013
B
New York 7/10/2008
B
Delaware 3/26/2024
B
Oregon 6/16/2010
B
Florida 6/19/2013
B
South Carolina 11/21/2019
B
Idaho 11/20/2013
B
Texas 9/6/2005
B
Massachusetts 1/23/2020
IA
Texas 8/6/2012
B
Missouri 8/22/2022
B
Washington 4/17/2020

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
1504 EUREKA RD STE 300, ROSEVILLE, CA 95661
Registered with this firm since 7/1/2003
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
1504 EUREKA RD STE 300, ROSEVILLE, CA 95661
Registered with this firm since 7/1/2003
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/08/1997 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) ROSEVILLE, CA
B
 10/07/1994 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
B
 07/31/1993 - 10/17/1994 SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
B
 04/03/1992 - 07/31/1993 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
B
 12/10/1990 - 04/07/1992 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.