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Detailed Report
LEROY CHURCHVILLE VINSON
CRD#: 6315259
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 8595 S TAMIAMI TRAIL
SARASOTA, FL 34238
Registration History
2014201520162017201820192020202120222023202420252026IAWELLS FARGO ADVISORS (CRD# 19616)2021 - Present (4 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2018 - Present (7 years)BWELLS FARGO ADVISORS, LLC (CRD# 19616)2014 - 2016 (2 years)
License(s)

State Registrations

B
Florida 1/2/2018
B
Minnesota 3/16/2021
IA
Florida 10/14/2021
B
North Carolina 8/11/2021
B
Georgia 1/2/2018
B
Texas 3/18/2021
B
Indiana 2/1/2019
IA
Texas 3/18/2021

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)
8595 S TAMIAMI TRAIL, SARASOTA, FL 34238
Registered with this firm since 3/18/2021
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
8595 S TAMIAMI TRAIL, SARASOTA, FL 34238
Registered with this firm since 1/2/2018
Previous Registration(s)
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B
 05/05/2014 - 07/11/2016 WELLS FARGO ADVISORS, LLC (CRD#:19616) ENGLEWOOD, FL
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.