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CRD 2911937
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 | 2000-10-01 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
7991 Normandy Blvd, Jacksonville, FL 32221 • United States
744 S 6Th St, Macclenny, FL 32063 • United States
4328 Blanding Blvd, Jacksonville, FL 32210 • United States
9550 Argyle Forest Blvd, Jacksonville, FL 32222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Jacksonville | FL | 06/2002 | Present |
| Wells Fargo Advisors Llc | Orange Park | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orange Park | FL | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-23 |
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