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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2024-11-08 |
Branch Locations
3310 N Valdosta Rd Unit B, Valdosta, GA 31602 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Valdosta | GA | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; VALDOSTA,GA; MANAGE FINANCIAL AFFAIRS ON BEHALF OF MOTHER;POA; START DATE: 07/24/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING ;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-10 |
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