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Detailed Report
NATHAN DALE METCALF
CRD#: 4958014
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 6130 W NATIONAL AVE
WEST ALLIS, WI 53214
Registration History
200620082010201220142016201820202022202420262 FIRMS2007 - 2009 (2 years)2 FIRMS2009 - Present (15 years)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2005 - 2007 (1 year)BIDS LIFE INSURANCE COMPANY (CRD# 6321)2005 - 2006 (1 year)
License(s)

State Registrations

B
Alaska 10/28/2009
B
Mississippi 2/5/2018
B
Arizona 10/28/2009
B
Missouri 10/28/2009
B
Arkansas 10/28/2009
B
Montana 10/28/2009
B
California 10/28/2009
B
New Jersey 10/28/2009
B
Colorado 10/28/2009
B
New York 10/28/2009
B
Delaware 10/28/2009
B
North Carolina 2/4/2022
B
Florida 10/28/2009
B
North Dakota 10/28/2009
B
Georgia 2/9/2016
B
Ohio 10/28/2009
B
Hawaii 10/28/2009
B
Oklahoma 10/28/2009
B
Idaho 10/28/2009
B
Pennsylvania 10/28/2009
B
Illinois 10/28/2009
B
South Carolina 10/28/2009
B
Indiana 10/28/2009
B
Tennessee 10/28/2009
B
Iowa 10/28/2009
B
Texas 10/28/2009
B
Kansas 5/6/2016
IA
Texas 10/13/2014
B
Kentucky 10/28/2009
B
Utah 10/28/2009
B
Maryland 7/18/2016
B
Virginia 10/28/2009
B
Massachusetts 10/28/2009
B
Washington 10/28/2009
B
Michigan 10/28/2009
B
Wisconsin 10/28/2009
B
Minnesota 10/28/2009
IA
Wisconsin 10/28/2009

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)
6130 W NATIONAL AVE, WEST ALLIS, WI 53214
16001 W CLEVELAND AVE, NEW BERLIN, WI 53151
Registered with this firm since 10/28/2009
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
6130 W NATIONAL AVE, WEST ALLIS, WI 53214
16001 W CLEVELAND AVE, NEW BERLIN, WI 53151
Registered with this firm since 10/28/2009
Previous Registration(s)
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IA
 01/12/2007 - 10/30/2009 WELLS FARGO FUNDS MANAGEMENT, LLC (CRD#:110841) MENMONEE FALLS, WI
B
 01/12/2007 - 10/30/2009 WELLS FARGO FUNDS DISTRIBUTOR, LLC (CRD#:133366) MENOMONEE FALLS, WI
B
 07/04/2005 - 01/09/2007 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) BROOKFIELD, WI
B
 07/04/2005 - 07/03/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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.