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Detailed Report
ELISHAH WINCHESTER MCDANIEL
ELI WINCHESTER MCDANIEL
CRD#: 5535917
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Investment Adviser
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Broker
WELLS FARGO ADVISORSCRD#: 19616 2273 NW PROFESSIONAL DR STES 102-104
CORVALLIS, OR 97330
Registration History
2010201220142016201820202022202420262 FIRMS2015 - 2016 (<1 year)2 FIRMS2016 - Present (9 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2015 (2 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2010 - 2012 (2 years)IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2013 - 2015 (2 years)
License(s)

State Registrations

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Nevada 2/17/2016
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Oregon 11/27/2019
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Oregon 6/7/2016
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Washington 6/7/2016

SRO Registrations

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 Cboe Exchange, Inc.
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 FINRA
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 NYSE American LLC
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 Nasdaq PHLX LLC
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 Nasdaq Stock Market
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 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)
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WELLS FARGO ADVISORS (CRD#:19616)
2273 NW PROFESSIONAL DR STES 102-104, CORVALLIS, OR 97330
ALBANY, OR
Registered with this firm since 2/17/2016
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WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
2273 NW PROFESSIONAL DR STES 102-104, CORVALLIS, OR 97330
ALBANY, OR
Registered with this firm since 2/8/2016
Previous Registration(s)
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 03/18/2015 - 01/08/2016 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Las Vegsa, NV
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 03/04/2015 - 01/08/2016 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Las Vegsa, NV
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 02/21/2013 - 02/25/2015 J.P. MORGAN SECURITIES LLC (CRD#:79) HENDERSON, NV
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 10/01/2012 - 02/25/2015 J.P. MORGAN SECURITIES LLC (CRD#:79) HENDERSON, NV
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 02/12/2010 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) LAS VEGAS, NV
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.