Melissa Williams Combs

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

Authority	Category	Status	Date
TX	RA	APPROVED	2013-02-07
NC	RA	APPROVED	2008-05-23

TX RA
APPROVED

Since 2013-02-07
NC RA
APPROVED

Since 2008-05-23

Branch Locations

380 Knollwood St Ste 600, Winston Salem, NC 27103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Winston Salem	NC	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Winston Salem	NC	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Winston Salem, NC
11/2016 → Present

Wells Fargo Clearing Services, Llc

Winston Salem, NC

Previous Registrations

2007-05-18 → 2008-04-30

Truist Investment Services, Inc.

Advance, NC
2007-04-02 → 2007-04-17

Morgan Stanley & Co. Llc

Winston-Salem, NC
2004-09-22 → 2007-04-02

Morgan Stanley Dw Inc.

Winston-Salem, NC

Winstn-Salem, NC

Other Businesses

GRISWOLD INVESTMENTS; INV RELATED; YADKINVILLE, NC; 50% OWNERSHIP; START 9/29/17; 1 HOUR PER MONTH / 0 DURING TRADING. RENTAL PROPERTY; INVESTMENT RELATED; YADKINVILLE,NC; 50% OWNERSHIP; START DATE 01/01/2011; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-09-14

S66 Uniform Combined State Law Examination

2004-09-14

Designations

Certified Financial Planner

Other Names

Melissa Gayle Williams
Melissa W. Combs

View on SEC IAPD