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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 | 2018-02-16 |
| NJ | RA | APPROVED | 2006-01-13 |
Branch Locations
1201 New Rd, Ste 207 Cornerstone Commerce Center, Linwood, NJ 08221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Linwood | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Linwood | NJ | 11/2016 | Present |
TOWNSHIP OF EGG HARBOR PLANNING BOARD, NOT INVESTMENT RELATED, EGG HARBOR TOWNSHIP NJ, BOARD MEMBER / CHAIRMAN, START DATE 1/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, REVIEW AND APPROVE APPLICATIONS FOR PROPOSED DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-25 |
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