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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-24 |
| OH | RA | APPROVED | 2008-01-01 |
Branch Locations
414 Palmetto Court [Vacation/Secondary Residence], Venice, FL 34285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Medina | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Medina | OH | 11/2016 | Present |
TURNBERRY HOMEOWNERS ASSOCIATION, NOT INVT RELATED, MEDINA, OH, BOARD MEMBER, START DATE 11/25/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, UPHOLD THE COVENANTS AND RESTRICTIONS OF THE HOA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-10 |
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