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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-03 |
Branch Locations
901 Duluth Hwy, Lawrenceville, GA 30043 • United States
2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • United States
2731 Meadow Church Rd, Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Independence | OH | 04/2014 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Lawrenceville | GA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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