Timothy M Phenecie

CRD 2861904 · Wells Fargo Advisors · Jupiter, FL

IA RegisteredBroker

Also appears in the source record as: Timothy Marinus Phenecie

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): SIESeries 31Series 7Series 26Series 9Series 10Series 66Series 65Series 63
Registered states (8): California · Connecticut · Florida · Georgia · Illinois · New Jersey · North Carolina · Pennsylvania
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2861904 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (19)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Jupiter, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Jupiter, FL · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fort Lauderdale, FL · IA capacity

Mar 5, 2020 → May 13, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fort Lauderdale, FL · BC capacity

Mar 5, 2020 → May 13, 2025
Woodbury Financial Services, Inc.
Charlotte, NC · IA capacity

Mar 1, 2019 → Jan 21, 2020
Woodbury Financial Services, Inc.
Charlotte, NC · BC capacity

Mar 1, 2019 → Jan 21, 2020
Questar Asset Management, Inc.
Charlotte, NC · IA capacity

Jan 2, 2018 → Mar 1, 2019
Questar Capital Corporation
Charlotte, NC · BC capacity

Jan 2, 2018 → Mar 1, 2019
Bb&t Investment Services, Inc.
Charlotte, NC · IA capacity

May 17, 2010 → Jan 3, 2018
Bb&t Investment Services, Inc.
Charlotte, NC · BC capacity

May 17, 2010 → Jan 3, 2018
Suntrust Investment Services, Inc.
Kannapolis, NC · IA capacity

Jul 31, 2006 → May 18, 2010
Suntrust Investment Services, Inc.
Kannapolis, NC · BC capacity

Jun 29, 2006 → May 18, 2010
Evergreen Investment Services, Inc.
Charlotte, NC · BC capacity

Dec 10, 2004 → Jun 21, 2006
H&r Block Financial Advisors, Inc.
Detroit, MI · BC capacity

Jul 8, 2002 → Dec 20, 2002
Quick & Reilly, Inc.
New York, NY · BC capacity

Mar 15, 2001 → Sep 28, 2001
Amsouth Investment Services, Inc.
Birmingham, AL · BC capacity

Aug 3, 1999 → Feb 2, 2001
Wm Financial Services, Inc.
Irvine, CA · BC capacity

May 1, 1998 → Aug 29, 1999
Great Western Financial Securities Corporation
Northridge, CA · BC capacity

Jan 29, 1998 → May 1, 1998
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Apr 3, 1997 → Jan 29, 1998

Source & corrections

Where this page comes from

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