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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-25 |
Branch Locations
1900 W 49Th St, Hialeah, FL 33012 • United States
581 W 49Th St, Hialeah, FL 33012 • United States
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami Beach | FL | 07/2013 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 08/2022 | Present |
RENTAL PROPERTY, INV RELATED, MIAMI, FL, 100% OWNERSHIP, START 8/1/2017, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, MIAMI, FL, 1% OWNERSHIP, START 2/15/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD WITH DOMESTIC PARTNER. E R GEES LLC, NOT INV RELATED, MIAMI, FL, 100% OWNERSHIP, START 6/16/2023, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, ONLINE SALE OF ELECTRONICS AND COSMETIC GOODS. MIAMI LIFE COSMETIC CENTER; INV RELATED; MIAMI,FL; PLASTIC SURGERY; CUSTOMER SERVICE; START DATE: 01/21/2026; 60 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-29 |
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