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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 | 2022-02-16 |
Branch Locations
2400 E Plano Pkwy, Plano, TX 75074 • United States
5936 W Park Blvd, Plano, TX 75093 • United States
1405 E Renner Rd Ste 410, Richardson, TX 75082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Antonio | TX | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 06/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2021 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Sherman | TX | 02/2022 | Present |
RAILSIDE CROSSFIT, LLC, NOT INVT RELATED, SHERMAN, TX, 100% OWNERSHIP WITH SPOUSE, START DATE 7/1/2022, 40 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF GYM. WEAVER FITNESS, LLC, NOT INVT RELATED, SHERMAN, TX, 100% OWNERSHIP, START DATE 8/17/2022, 10 HRS PER MONTH, 0 HRS DURING TRADING, CROSSFIT GYM OWNERSHIP, MANAGE FINANCES AND COACH CLASSES. WEAVER REALTY HOLDINGS, LLC, NOT INVT RELATED, SHERMAN, TX, 100% OWNERSHIP, START DATE 8/17/2022, 10 HRS PER MONTH, 0 HRS DURING TRADING, LLC WHICH HOLDS BUILDING FOR CROSSFIT GYM.; WEAVER REALTY, LLC, INV RELATED, SHERMAN, TX, 100% OWNERSHIP, START: 10/1/2022, 16 HRS/MONTH, 0 HRS DURING TRADING, MAKING LEASE PAYMENTS FROM WEAVER FITNESS, LLC TO WEAVER REALTY, LLC. CITY OF ANNA, TEXAS PARKS ADVISORY BOARD; NOT INV. RELATED; ANNA, TX; BOARD MEMBER; START DATE 6/1/2024; 3 HOUR PER MONTH; 0 HOURS DURING TRADING; DUTIES: ATTEND MEETINGS, ADVISE THE CITY ON PROJECTS RELATED TO PUBLIC PARKS AND RECREATION FACILITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-16 |
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