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Detailed Report
GREGORY PAUL CLEARY
GREGORY P CLEARY
CRD#: 2677777
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 3 TUNSTEAD AVE
SAN ANSELMO, CA 94960
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2010 (10 years)2 FIRMS2010 - Present (14 years)BLINCOLN FINANCIAL SECURITIES C... (CRD# 3870)1995 - 2010 (14 years)
License(s)

State Registrations

B
Arizona 11/17/2020
B
Montana 1/5/2021
B
California 9/8/2010
B
Nevada 1/27/2022
IA
California 9/8/2010
B
New Jersey 2/12/2025
B
Colorado 1/24/2024
B
New Mexico 11/5/2019
B
Hawaii 1/25/2023
B
Texas 4/7/2015
B
Idaho 3/8/2022
IA
Texas 4/7/2015
B
Kansas 5/20/2022
B
Utah 2/13/2025
B
Michigan 9/8/2010
B
Vermont 9/20/2023
B
Minnesota 8/7/2017

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)
3 TUNSTEAD AVE, SAN ANSELMO, CA 94960
Registered with this firm since 9/8/2010
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
3 TUNSTEAD AVE, SAN ANSELMO, CA 94960
Registered with this firm since 9/8/2010
Previous Registration(s)
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IA
 07/20/2000 - 09/15/2010 INDEPENDENT ADVISERS GROUP CORP (CRD#:106684) SAN RAFAEL, CA
IA
 04/06/2000 - 09/15/2010 LINCOLN FINANCIAL SECURITIES CORPORATION (CRD#:3870) SAN RAFAEL, CA
B
 12/05/1995 - 09/15/2010 LINCOLN FINANCIAL SECURITIES CORPORATION (CRD#:3870) SAN RAFAEL, CA
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.