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CANDACE HEISS GREENE
CANDACE FRIDAY, CANDACE COTTLE HEISS
CRD#: 3229594
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 1701 RICKENBACKER DR
STE 101
SUN CITY CENTER, FL 33573
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2007 (6 years)2 FIRMS2007 - 2007 (<1 year)2 FIRMS2007 - 2009 (2 years)2 FIRMS2009 - 2012 (2 years)2 FIRMS2012 - 2021 (9 years)2 FIRMS2022 - Present (2 years)BBANC OF AMERICA INVESTMENT SER... (CRD# 16361)1999 - 2000 (<1 year)
License(s)

State Registrations

B
Alabama 4/20/2022

B
New Hampshire 4/20/2022

B
Arizona 4/20/2022

B
New Jersey 4/20/2022

B
California 4/20/2022

B
New Mexico 4/2/2024

B
Colorado 4/20/2022

B
New York 4/20/2022

B
Connecticut 4/20/2022

IA
New York 4/21/2022

B
Florida 4/20/2022

B
North Carolina 4/20/2022

IA
Florida 4/21/2022

B
Ohio 4/21/2022

B
Georgia 4/20/2022

B
Oklahoma 4/20/2022

B
Hawaii 1/5/2024

B
Pennsylvania 4/20/2022

B
Illinois 4/20/2022

B
Rhode Island 4/20/2022

B
Indiana 4/20/2022

B
South Carolina 4/20/2022

B
Iowa 4/20/2022

B
Tennessee 4/20/2022

B
Maine 1/5/2024

B
Texas 4/20/2022

B
Maryland 4/20/2022

IA
Texas 4/20/2022

B
Michigan 4/20/2022

B
Virginia 4/20/2022

B
Missouri 4/20/2022

B
West Virginia 4/20/2022

B
Montana 4/20/2022

B
Wisconsin 4/20/2022

B
Nevada 11/15/2023

SRO Registrations

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, 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)
1701 RICKENBACKER DR STE 101, SUN CITY CENTER, FL 33573
Registered with this firm since 4/20/2022

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
1701 RICKENBACKER DR STE 101, SUN CITY CENTER, FL 33573
Registered with this firm since 4/20/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/24/2012 - 12/14/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) TAMPA, FL
B
02/24/2012 - 12/14/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) TAMPA, FL
IA
06/01/2009 - 03/05/2012 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) WINTER PARK, FL
B
06/01/2009 - 03/05/2012 MORGAN STANLEY SMITH BARNEY (CRD#:149777) WINTER PARK, FL
IA
04/02/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) WINTER PARK, FL
B
04/02/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) WINTER PARK, FL
IA
03/15/2007 - 04/02/2007 MORGAN STANLEY (CRD#:7556) WINTER PARK, FL
B
03/14/2007 - 04/02/2007 MORGAN STANLEY DW INC. (CRD#:7556) WINTER PARK, FL
IA
08/25/2000 - 01/01/2007 MORGAN STANLEY (CRD#:7556) NORTH PALM BEACH, FL
B
08/25/2000 - 01/01/2007 MORGAN STANLEY DW INC. (CRD#:7556) NORTH PALM BEACH, FL
B
10/04/1999 - 08/29/2000 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) BOSTON, MA
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Broker
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Investment Adviser
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.