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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-11-02 |
Branch Locations
1320 Main St Ste 600, Columbia, SC 29201 • United States
210 Hwy 17 N, North Myrtle Beach, SC 29582 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Myrtle Beach | SC | 08/2009 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Myrtle Beach | SC | 11/2016 | 03/2023 |
| Truist Advisory Services Inc. | Myrtle Beach | SC | 03/2023 | 10/2023 |
| Truist Investment Services Inc. | Myrtle Beach | SC | 03/2023 | 10/2023 |
| Wells Fargo Clearing Services, Llc | North Myrtle Beach | SC | 10/2023 | Present |
MOTHER'S TRUST; INV RELATED; WILMINGTON, NC; TRUSTEE; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; REAL ESTATE MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-30 |
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