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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 | 2026-03-06 |
| GA | RA | APPROVED | 2019-09-04 |
Branch Locations
315 Hawthorne Ln Hawthorne Professional Park, Athens, GA 30606 • United States
Athens, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Athens | GA | 11/2009 | 08/2019 |
| Bank Of America, Na | Athens | GA | 12/2009 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Athens | GA | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-08 |
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