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Detailed Report
MANDI JEAN RENZETTI
MANDI JEAN MARTINEZ
CRD#: 3187559
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 143 UNION BLVD
STE 1050
LAKEWOOD, CO 80228
Registration History
20002002200420062008201020122014201620182020202220242026IAWELLS FARGO ADVISORS (CRD# 19616)2012 - Present (13 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2008 - Present (16 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2007 - 2008 (1 year)BWM FINANCIAL SERVICES, INC. (CRD# 599)2005 - 2007 (1 year)BFIRST INVESTORS CORPORATION (CRD# 305)2004 - 2005 (1 year)BOPPENHEIMERFUNDS DISTRIBUTOR, INC. (CRD# 7834)1999 - 2004 (5 years)IAWELLS FARGO ADVISORS, LLC (CRD# 19616)2011 - 2012 (<1 year)
License(s)

State Registrations

B
Alabama 1/22/2015
B
Montana 2/17/2015
B
Alaska 3/8/2018
B
Nebraska 2/28/2014
B
Arizona 2/24/2011
B
Nevada 4/4/2011
B
Arkansas 11/28/2012
B
New Hampshire 12/21/2015
B
California 2/11/2011
B
New Jersey 12/17/2015
B
Colorado 2/11/2011
B
New Mexico 11/28/2012
IA
Colorado 4/12/2012
B
New York 2/11/2011
B
Connecticut 2/14/2011
B
North Carolina 2/11/2011
B
Delaware 4/23/2020
B
North Dakota 11/28/2012
B
District of Columbia 4/23/2020
B
Ohio 2/11/2011
B
Florida 2/11/2011
B
Oklahoma 11/28/2012
B
Georgia 9/30/2008
B
Oregon 8/30/2011
B
Hawaii 12/21/2012
B
Pennsylvania 10/7/2014
B
Idaho 4/5/2016
B
Rhode Island 4/27/2020
B
Illinois 2/14/2011
B
South Carolina 3/20/2018
B
Indiana 2/11/2011
B
South Dakota 2/15/2011
B
Iowa 2/7/2014
B
Tennessee 12/17/2015
B
Kansas 11/28/2012
B
Texas 3/2/2011
B
Kentucky 3/21/2017
IA
Texas 4/18/2012
B
Louisiana 2/11/2011
B
Utah 8/31/2011
B
Maine 10/23/2015
B
Vermont 4/5/2016
B
Maryland 2/15/2011
B
Virginia 10/24/2014
B
Massachusetts 2/11/2011
B
Washington 2/14/2011
B
Michigan 4/4/2011
B
West Virginia 4/22/2020
B
Minnesota 2/16/2011
B
Wisconsin 2/11/2011
B
Mississippi 10/4/2018
B
Wyoming 11/28/2012
B
Missouri 2/16/2011

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)
143 UNION BLVD STE 1050, LAKEWOOD, CO 80228
Registered with this firm since 4/12/2012
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
143 UNION BLVD STE 1050, LAKEWOOD, CO 80228
Registered with this firm since 9/30/2008
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 06/17/2011 - 04/11/2012 WELLS FARGO ADVISORS, LLC (CRD#:19616) DENVER, CO
B
 07/25/2007 - 09/04/2008 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATLANTA, GA
B
 07/25/2005 - 05/21/2007 WM FINANCIAL SERVICES, INC. (CRD#:599) FAYETTEVILLE, GA
B
 04/23/2004 - 06/17/2005 FIRST INVESTORS CORPORATION (CRD#:305) EDISON, NJ
B
 04/05/1999 - 04/05/2004 OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CRD#:7834) 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.