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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-31 |
| OK | RA | APPROVED | 2021-04-02 |
| TX | RA | APPROVED | 2015-07-17 |
Branch Locations
10999 W Interstate 10 5Th Fl/Ste 5000, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | Present |
MRC80 MANAGEMENT LLC, INV RELATED, POWDERLY, TX, 100% OWNERSHIP, START 10/29/2015, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS PERSONAL USE PROPERTY AT THIS TIME. TRUSTEE FOR SPOUSE, INV RELATED, EDMOND, OK, START 4/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING. MOUNTAIN COUTRY LIMITED, INV RELATED, POWDERLY, TX, 100% OWNERSHIP, START 11/21/2015, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS PERSONAL USE REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2008-02-19 |
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