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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-26 |
Branch Locations
2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • United States
5376 Highway 280, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 03/2026 | Present |
| Wells Fargo Bank, Na | Birmingham | AL | 02/2026 | Present |
| Trustmark Bank | Birmingham | AL | 05/2024 | 01/2026 |
| American Pacific Mortgage | Birmingham | AL | 02/2023 | 04/2024 |
| Goldwater Bank | Birmingham | AL | 09/2015 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-02 |
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