Pamela Ruiz Talamantez

CRD 5407874 · Wells Fargo Advisors · San Antonio, TX

IA RegisteredBroker

Also appears in the source record as: Pamela Ruiz; Pamela R Talamantez; Pamela Talamantez Ms.; Pamela Talamantez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 99TOSIESeries 7Series 63Series 66
Registered states (36): Alabama · Alaska · Arizona · Arkansas · California · Colorado · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · Texas · Vermont · Virginia · Washington
Years in the industry (source record): 15
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 (15)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
San Antonio, TX · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
San Antonio, TX · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
San Antonio, TX · IA capacity

start not retrieved → present
Turtle Creek Wealth Advisors, LLC
San Antonio, TX · IA capacity

May 2, 2023 → Sep 2, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Antonio, TX · IA capacity

Sep 30, 2021 → Apr 3, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Antonio, TX · BC capacity

Sep 30, 2021 → Apr 3, 2023
Kingswood Capital Partners, LLC
Dallas, TX · BC capacity

Jan 2, 2019 → Aug 23, 2021
Texas Capital Bank Private Wealth Advisors
San Antonio, TX · IA capacity

Jan 4, 2019 → Aug 20, 2021
Raymond James Financial Services Advisors, Inc
San Antonio, TX · IA capacity

Nov 10, 2016 → Dec 31, 2018
Raymond James Financial Services, Inc.
San Antonio, TX · BC capacity

Oct 31, 2016 → Dec 31, 2018
Morgan Stanley
San Antonio, TX · IA capacity

Sep 11, 2015 → Oct 31, 2016
Morgan Stanley
San Antonio, TX · BC capacity

Jul 15, 2013 → Oct 31, 2016
Northwestern Mutual Investment Services, LLC
San Antonio, TX · BC capacity

Apr 30, 2013 → Jul 12, 2013
Transamerica Financial Advisors, Inc
San Antonio, TX · BC capacity

Jul 2, 2012 → Oct 18, 2012
Riverstone Wealth Management, Inc.
San Antonio, TX · BC capacity

Jul 29, 2010 → May 23, 2012

Source & corrections

Where this page comes from

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