• 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.
LISA MARIE GILL
LISA GILL, LISA MARIE STOCKHO
CRD#: 4764360
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 2001 SW 17TH ST
OCALA, FL 34471
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2004 - 2004 (<1 year)2 FIRMS2005 - 2007 (2 years)2 FIRMS2007 - 2013 (6 years)2 FIRMS2013 - 2022 (9 years)2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Alabama 8/11/2022

B
Montana 11/28/2022

B
Alaska 8/11/2022

B
Nevada 8/11/2022

B
California 8/11/2022

B
New Hampshire 8/11/2022

B
Colorado 8/11/2022

B
New Jersey 8/11/2022

B
Connecticut 8/11/2022

B
New Mexico 12/3/2024

B
Delaware 12/3/2024

B
New York 8/11/2022

B
Florida 3/23/2022

B
North Carolina 8/11/2022

IA
Florida 3/24/2022

B
Ohio 8/12/2022

B
Georgia 8/11/2022

B
Oklahoma 8/11/2022

B
Idaho 10/3/2023

B
Pennsylvania 8/11/2022

B
Illinois 8/11/2022

B
South Carolina 8/11/2022

B
Indiana 8/11/2022

B
South Dakota 8/11/2022

B
Kansas 8/11/2022

B
Tennessee 8/11/2022

B
Kentucky 12/3/2024

B
Texas 8/11/2022

B
Maine 8/30/2022

IA
Texas 8/12/2022

B
Maryland 8/11/2022

B
Utah 8/11/2022

B
Massachusetts 8/11/2022

B
Vermont 8/11/2022

B
Michigan 8/11/2022

B
Virginia 8/11/2022

B
Minnesota 8/11/2022

B
Washington 8/11/2022

B
Mississippi 8/11/2022

B
West Virginia 8/11/2022

B
Missouri 8/11/2022

B
Wisconsin 8/11/2022

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)
2001 SW 17TH ST, OCALA, FL 34471
Registered with this firm since 3/24/2022

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
2001 SW 17TH ST, OCALA, FL 34471
Registered with this firm since 3/23/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/13/2013 - 04/04/2022 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) OCALA, FL
B
02/13/2013 - 04/04/2022 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) OCALA, FL
IA
03/13/2007 - 02/13/2013 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) OCALA, FL
B
02/16/2007 - 02/13/2013 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) OCALA, FL
IA
01/21/2005 - 02/14/2007 AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC (CRD#:111757) DUNNELLON, FL
B
01/06/2005 - 02/14/2007 AMSOUTH INVESTMENT SERVICES, INC. (CRD#:15692) OCALA, FL
IA
06/15/2004 - 12/17/2004 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) ORLANDO, FL
B
04/06/2004 - 12/17/2004 PRUCO SECURITIES, LLC. (CRD#:5685) NEWARK, NJ
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.