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Detailed Report
MATTHEW TODD GELSHEIMER
CRD#: 4232865
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 7400 W 130TH ST STES 200 & 400
OVERLAND PARK, KS 66213
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2006 - 2007 (1 year)2 FIRMS2007 - 2009 (2 years)2 FIRMS2009 - 2012 (3 years)2 FIRMS2012 - 2022 (9 years)2 FIRMS2022 - Present (2 years)BEDWARD JONES (CRD# 250)2000 - 2006 (5 years)
License(s)

State Registrations

B
Alabama 11/7/2023
B
Michigan 12/15/2023
B
Arizona 11/7/2023
B
Missouri 8/23/2022
B
Arkansas 11/7/2023
B
Nebraska 11/7/2023
B
California 8/23/2022
B
New Hampshire 11/28/2023
B
Connecticut 8/7/2023
B
North Carolina 1/18/2023
B
District of Columbia 8/23/2022
B
Ohio 12/15/2023
B
Florida 8/23/2022
B
Oklahoma 8/23/2022
B
Georgia 11/7/2024
B
Oregon 11/7/2023
B
Illinois 8/23/2022
B
Rhode Island 12/13/2024
B
Iowa 8/23/2022
B
Tennessee 11/7/2023
B
Kansas 8/23/2022
B
Texas 8/23/2022
IA
Kansas 8/23/2022
IA
Texas 8/23/2022
B
Massachusetts 11/7/2023
B
Utah 11/7/2023

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)
7400 W 130TH ST STES 200 & 400, OVERLAND PARK, KS 66213
Registered with this firm since 8/23/2022
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
7400 W 130TH ST STES 200 & 400, OVERLAND PARK, KS 66213
Registered with this firm since 8/23/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/26/2012 - 08/24/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LEAWOOD, KS
B
 11/26/2012 - 08/24/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LEAWOOD, KS
IA
 06/01/2009 - 12/05/2012 MORGAN STANLEY (CRD#:149777) LEAWOOD, KS
B
 06/01/2009 - 12/05/2012 MORGAN STANLEY (CRD#:149777) LEAWOOD, KS
IA
 04/02/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) OVERLAND PARK, KS
B
 04/02/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) OVERLAND PARK, KS
IA
 03/21/2006 - 04/02/2007 MORGAN STANLEY (CRD#:7556) OVERLAND PARK, KS
B
 01/20/2006 - 04/02/2007 MORGAN STANLEY DW INC. (CRD#:7556) OVERLAND PARK, KS
B
 10/16/2000 - 01/25/2006 EDWARD JONES (CRD#:250) PRAIRIE VILLAGE, KS
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.