Best Investors Account Sign in
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

AuthorityCategoryStatusDate
TX RA APPROVED 2017-04-26
  • TX RA
    APPROVED
    Since 2017-04-26

Branch Locations

4307 N Midland Dr, Midland, TX 79707 • United States

500 W Texas Ave, Midland, TX 79701 • United States

1030 Andrews Hwy, Midland, TX 79701 • United States

2501 W University Blvd, Odessa, TX 79764 • United States

4101 John Ben Shepperd Pkwy, Odessa, TX 79762 • United States

221 N Kansas St 1St Fl [Tf*/Tk-Rbo], El Paso, TX 79901 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, Na Odessa TX 12/2009 04/2017
Wells Fargo Clearing Services, Llc Midland TX 04/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-11
  • S66 Uniform Combined State Law Examination
    1999-12-11
Other Names
  • Edward S Cheek
  • Edward Sherril Cheek
  • Edward S Cheek Jr.
  • Ed Cheek
  • Edward S Cheek

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Midland, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor