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Detailed Report
ROBERT LEE MCQUILLAN
BOB MCQUILLAN
CRD#: 2687752
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 17044 LEXINGTON BLVD
SUGAR LAND, TX 77479
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2003 (2 years)2 FIRMS2003 - 2005 (1 year)2 FIRMS2005 - Present (19 years)BWELLS FARGO INVESTMENTS, LLC (CRD# 10582)2000 - 2001 (<1 year)BWELLS FARGO SECURITIES INC. (CRD# 17438)1996 - 2001 (4 years)BWELLS FARGO BROKERAGE SERVICES... (CRD# 16100)2000 - 2000 (<1 year)BFIRST INTERSTATE INVESTMENTS,INC. (CRD# 17101)1995 - 1996 (<1 year)
License(s)

State Registrations

B
Arizona 8/30/2019
B
North Carolina 11/21/2023
B
California 8/8/2008
B
Oklahoma 12/3/2019
B
Colorado 9/13/2021
B
Oregon 6/2/2011
B
Florida 10/28/2005
B
Pennsylvania 1/4/2021
B
Georgia 10/2/2007
B
South Carolina 6/9/2016
B
Hawaii 11/20/2020
B
Tennessee 1/4/2021
B
Iowa 11/20/2020
B
Texas 10/28/2005
B
Louisiana 11/10/2015
IA
Texas 10/28/2005
B
New Jersey 2/21/2023
B
Washington 6/2/2008

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

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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)
17044 LEXINGTON BLVD, SUGAR LAND, TX 77479
2440 TEXAS PKWY, MISSOURI CITY, TX 77489
Registered with this firm since 10/28/2005
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
17044 LEXINGTON BLVD, SUGAR LAND, TX 77479
2440 TEXAS PKWY, MISSOURI CITY, TX 77489
Registered with this firm since 10/28/2005
Previous Registration(s)
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IA
 11/17/2003 - 10/24/2005 COMPASS BROKERAGE, INC. (CRD#:17086) HOUSTON, TX
B
 11/17/2003 - 10/24/2005 COMPASS BROKERAGE, INC. (CRD#:17086) BIRMINGHAM, AL
IA
 08/20/2001 - 11/18/2003 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) HOUSTON, TX
B
 08/20/2001 - 11/18/2003 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
B
 12/13/2000 - 09/19/2001 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) SAN FRANCISCO, CA
B
 08/19/1996 - 05/02/2001 WELLS FARGO SECURITIES INC. (CRD#:17438) SAN FRANCISCO, CA
B
 04/10/2000 - 12/13/2000 WELLS FARGO BROKERAGE SERVICES, L.L.C. (CRD#:16100) MINNEAPOLIS, MN
B
 11/24/1995 - 08/19/1996 FIRST INTERSTATE INVESTMENTS,INC. (CRD#:17101)
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.