TradePMR Inc., member FINRA/SIPC, is an introducing brokerage firm located in Gainesville, Florida providing brokerage, trading and account management services to our team. The technology and services provided by TradePMR allow us to better service our clients on a day-to-day basis.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC, Member SIPC, is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo Clearing Services, LLC provides account statements, trade confirms and other record-keeping, operational, clearing and custodial services for introducing brokerage firms such as TradePMR Inc. Wells Fargo Clearing Services, LLC is our primary custodian and investment accounts under our management will be held there when possible.