Michael Washington White

Wells Fargo Clearing Services, LLC

CRD 4470918

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-03

FL RA
APPROVED

Since 2024-10-03

Branch Locations

2801 Sw High Meadows Ave, Palm City, FL 34990 • United States

301 Se Ocean Blvd, Stuart, FL 34994 • United States

1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wachovia Bank, N.A.	West Palm Beach	FL	05/2006	Present
Wells Fargo Advisors Llc	Palm City	FL	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Palm City	FL	11/2016	Present

05/2006 → Present

Wachovia Bank, N.A.

West Palm Beach, FL
05/2009 → 11/2016

Wells Fargo Advisors Llc

Palm City, FL
11/2016 → Present

Wells Fargo Clearing Services, Llc

Palm City, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-02
S63	Uniform Securities Agent State Law Examination	2002-02-07

S66 Uniform Combined State Law Examination

2024-10-02
S63 Uniform Securities Agent State Law Examination

2002-02-07

View on SEC IAPD

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