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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-24
VA RA APPROVED 2023-07-20
  • TX RA
    APPROVED
    Since 2023-10-24
  • VA RA
    APPROVED
    Since 2023-07-20

Branch Locations

43650 Yukon Dr, Ashburn, VA 20147 • United States

2946 Chain Bridge Rd Ste A, Oakton, VA 22124 • United States

47040 Community Plz, Sterling, VA 20164 • United States

10944 Fairfax Blvd, Fairfax, VA 22030 • United States

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Mclean VA 04/2023 Present
Svetness Corp Leesburg VA 11/2021 04/2023
Spenga Arlington VA 03/2020 11/2021
Le Gym Jdeideh 04/2014 03/2020
  • 04/2023 → Present
    Mclean, VA
  • 11/2021 → 04/2023
    Svetness Corp
    Leesburg, VA
  • 03/2020 → 11/2021
    Spenga
    Arlington, VA
  • 04/2014 → 03/2020
    Le Gym
    Jdeideh
Other Businesses

HOLY APOSTLES GREEK ORTHODOX CHURCH ; NOT INV RELATED; CHANTILLY,VA; PARISH COUNCIL MEMBER; START DATE: 01/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-20
  • S66 Uniform Combined State Law Examination
    2023-07-20
Other Names
  • Robert Maalouf
  • Robert Maalouf-Kassouf

View on SEC IAPD

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