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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-21 |
| CA | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
3232 Hillcrest Park Drive, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Medford | OR | 01/2015 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2019 |
| Ubs Financial Services Inc. | Medford | OR | 06/2019 | 11/2025 |
| Wells Fargo Clearing Services, Llc | Medford | OR | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-14 |
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