Candace Heiss Greene

CRD 3229594 · Wells Fargo Advisors · Sun City Center, FL

IA RegisteredBroker

Also appears in the source record as: Candace Friday; Candace Cottle Heiss

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 31Series 7Series 66Series 63
Registered states (20): California · Colorado · Connecticut · Florida · Georgia · Hawaii · Maine · Michigan · Minnesota · Mississippi · Montana · Nevada · New Hampshire · New York · North Carolina · Ohio · Rhode Island · Tennessee · Texas · Virginia
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 (10)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Sun City Center, FL · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Sun City Center, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Sun City Center, FL · IA capacity

start not retrieved → present
Morgan Stanley Smith Barney LLC
Winter Park, FL · IA capacity

Jun 1, 2009 → Mar 5, 2012
Morgan Stanley Smith Barney
Winter Park, FL · BC capacity

Jun 1, 2009 → Mar 5, 2012
Morgan Stanley & Co. Incorporated
Winter Park, FL · IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Winter Park, FL · BC capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley
Winter Park, FL · IA capacity

Mar 15, 2007 → Apr 2, 2007
Morgan Stanley Dw Inc.
Winter Park, FL · BC capacity

Mar 14, 2007 → Apr 2, 2007
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Oct 4, 1999 → Aug 29, 2000

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3229594 ↗ FINRA BrokerCheck record for CRD 3229594 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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