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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 | 2024-03-08 |
| FL | RA | APPROVED | 2023-07-19 |
Branch Locations
5326 8Th St [Profit Formula], Zephyrhills, FL 33542 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Zephyrhills | FL | 12/2013 | Present |
CO-GUARDIAN ADVOCATE FOR BROTHER-IN-LAW, INVT RELATED, ZEPHYRHILLS, FL, START DATE 7/15/2024, 1 HR PER MONTH, 0 HRS DURING TRADING. NOTARY PUBLIC, INVT RELATED, ZEPHYRHILLS, FL, NOTARY PUBLIC, START DATE 8/25/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, OUTSIDE NOTARY DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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