Patricia A White

CRD 3201546 · Wells Fargo Advisors · Columbia, SC

IA RegisteredBroker

Also appears in the source record as: Patricia A Duling; Patricia A Kramer; Patricia Ann Kramer; Patricia Kramer; Patricia White

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 3Series 7Series 10Series 9Series 66
Registered states (10): Arkansas · Kentucky · Massachusetts · Montana · North Carolina · Oklahoma · South Carolina · Utah · Virginia · Washington
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (6)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Columbia, SC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Columbia, SC · BC capacity

start not retrieved → present
Northwestern Mutual Investment Services,llc
Charlottesville, VA · IA capacity

Jun 30, 2005 → Aug 8, 2006
Northwestern Mutual Investment Services, LLC
Charlottesville, VA · BC capacity

May 13, 2005 → Aug 8, 2006
Merrill Lynch Pierce Fenner & Smith Inc.
Richmond, VA · IA capacity

Jan 3, 2004 → Apr 5, 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Jun 14, 1999 → Apr 5, 2005

Source & corrections

Where this page comes from

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