Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2025-08-21 |
| VA | RA | APPROVED | 2001-09-12 |
Branch Locations
320A Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Colonial Heights | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Colonial Heights | VA | 11/2016 | Present |
ST. JOHN'S EPISCOPAL CHURCH, INVT RELATED, HOPEWELL, VA, VESTRY COMMITTEE, START DATE 1/1/2022, 6 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, USHER DURING SERVICES, ASSISTING PRIEST AS NEEDED AND ASSISTING WITH MAINTAINING PROPERTY. POWER OF ATTORNEY FOR FATHER, INV RELATED, N PRINCE GEORGE, VA, START: 9/1/2022, 5 HRS/MONTH, 5 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
Reach out to this advisor