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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
28920 Greenspot Rd, Highland, CA 92346 • United States
1753 N Sunrise Way, Palm Springs, CA 92262 • United States
5200 Ramon Rd Bldg E, Palm Springs, CA 92264 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Bank | Fontana | CA | 11/2004 | Present |
| Wells Fargo Advisors Llc | Redlands | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Redlands | CA | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-26 |
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