Patricia Anne Conrad

CRD 2919263 · Wells Fargo Advisors · Ocala, FL

IA RegisteredBroker

Also appears in the source record as: Patricia A Lewis

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 79TOSIESeries 7Series 6Series 26Series 66Series 63
Registered states (34): Alabama · Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Idaho · Indiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Vermont · Virginia · Washington · Wisconsin
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 2919263 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 (11)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Ocala, FL · IA capacity

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

start not retrieved → present
Raymond James & Associates, Inc.
Ocala, FL · IA capacity

Feb 13, 2013 → Apr 21, 2022
Raymond James & Associates, Inc.
Ocala, FL · BC capacity

Feb 13, 2013 → Apr 21, 2022
Morgan Keegan & Company, Inc.
Ocala, FL · IA capacity

Mar 6, 2007 → Feb 13, 2013
Morgan Keegan & Company, Inc.
Ocala, FL · BC capacity

Feb 13, 2007 → Feb 13, 2013
Amsouth Investment Management Company LLC
Marion, FL · IA capacity

Aug 1, 2003 → Feb 20, 2007
Amsouth Investment Services, Inc.
Beverly Hills, FL · BC capacity

May 12, 2003 → Feb 13, 2007
Amsouth Investment Services, Inc.
Beverly Hills, FL · IA capacity

May 13, 2003 → Jul 31, 2003
Suntrust Securities, Inc.
Ocala, FL · IA capacity

Aug 14, 1998 → May 19, 2003
Suntrust Securities, Inc.
Atlanta, GA · BC capacity

Aug 11, 1998 → May 19, 2003

Source & corrections

Where this page comes from

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