• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
CRAIG R MCPHERSON
CRD#: 4514666
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 13166 ATLANTIC BLVD
JACKSONVILLE, FL 32225
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2002 - 2003 (<1 year)2 FIRMS2003 - 2009 (6 years)2 FIRMS2009 - 2011 (2 years)2 FIRMS2011 - Present (13 years)
Disclosure(s)
View By:
4/15/2019
Customer Dispute
Denied
10/28/2008
Customer Dispute
Denied
License(s)

State Registrations

B
Alabama 10/25/2011

B
North Carolina 3/6/2013

B
Alaska 3/19/2024

B
Rhode Island 3/11/2024

B
Colorado 10/25/2011

B
South Carolina 10/25/2011

B
Connecticut 1/2/2025

B
South Dakota 10/25/2011

B
Florida 10/25/2011

B
Texas 10/25/2011

IA
Florida 10/31/2011

IA
Texas 10/25/2011

B
Georgia 10/25/2011

B
Utah 2/15/2017

B
Illinois 1/28/2025

B
Washington 3/11/2024

B
New Jersey 4/4/2017

B
Wisconsin 5/13/2024

B
New York 10/25/2011

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)
13166 ATLANTIC BLVD, JACKSONVILLE, FL 32225
10950 BAYMEADOWS RD, JACKSONVILLE, FL 32256
Registered with this firm since 10/25/2011

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
13166 ATLANTIC BLVD, JACKSONVILLE, FL 32225
10950 BAYMEADOWS RD, JACKSONVILLE, FL 32256
Registered with this firm since 10/25/2011

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/09/2009 - 10/25/2011 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) JACKSONVILLE, FL
B
04/03/2009 - 10/25/2011 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) JACKSONVILLE, FL
IA
03/31/2003 - 04/08/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) PONTE VEDRA BEACH, FL
B
03/31/2003 - 04/08/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) PONTE VEDRA BEACH, FL
IA
07/19/2002 - 03/17/2003 MORGAN STANLEY (CRD#:7556) ORMOND BEACH, FL
B
05/31/2002 - 03/17/2003 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
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.