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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-06 |
| FL | RA | APPROVED | 2003-04-25 |
Branch Locations
120 Front St, Ponte Vedra Beach, FL 32082 • United States
818 Highway A1A, Ponte Vedra Beach, FL 32082 • United States
818 Hwy A1A Ste 200 [Eo-Rbo], Ponte Vedra Beach, FL 32082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jacksonville | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | Present |
PONTE VEDRA HIGH SCHOOL FLAG FOOTBALL; NOT INV. RELATED; PONTE VEDRA, FL; HEAD COACH; START DATE 7/1/2024; 40 HOUR PER MONTH (JAN - APRIL); 0 HOURS DURING BUSINESS: DUTIES: HOLD TRYOUTS, PRACTICES, COORDINATE TRANSPORTATION TO/FROM GAMES, ENGAGE WITH PARENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-28 |
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